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Polycom Webcam CX5500 User's Manual

1. esses 10 Use the CX5500 System as a Conference Phone 4 eene 11 Understand the CX5500 System Hardware 111 eee kaka kk kA KAKA KAWA KAWA WAA WA 12 Understand the Indicator Lig 1S kk kk kk nnne nnns 13 Connect the CX5500 System to a Computer ee cceeeeeeeeeeee rennen KA KA KA WA AA 14 Access the Web Configuration Utility 1eeee kk kaka kkkk kk kk kk KA kk A A 15 Sign in to the CX5500 System with LYNC 11 e kkkkkak kaka kkkk kk kk kk KAKA KA AA KA KA WA AA 15 Best Practices for Effective Camera Tracking e ee eeeeeee c reeeee rn 16 Use the CX5500 System with Microsoft Lync kk kk 17 PlaGe a Video or i ec 17 Answer a Video Call PN 17 Hand Upa d C all snae s 18 PGIUST AUGIO ANG M do d Tot D 18 Use the CX5500 System as a Conference Phone 19 Navigate PRONG ree 19 ROME VIEW RM T M m 20 LUNES VIEW Q 22 ACIVe Call A E 23 alls VIO Wensum a a Aa A A a T a A A 24 Understand Phone Icons and Status Indicators 25
2. Tap New Call From the Place an Authorized Call screen tap the number you want to call and tap Dial Placea call to an authorized number To answer a call on a locked phone 1 From the Incoming Call window tap Answer 2 Enter your user password and tap Enter to connect Access Features with Your Login Credentials Your system administrator assigns you login credentials a domain user name and password so your phone can access the Calendar feature or work with Microsoft Lync Server If there is a problem with your login credentials you cannot access your phone s Calendar or use features associated with Microsoft Lync Server When your phone has incorrect login credentials the following happens e A red lock icon displays on the status bar Tap the icon to access the Login Credentials screen e he message Login Credentials have failed Please update them if information is incorrect displays for 10 seconds e Your phone displays a warning message For information about phone warnings see Investigate Phone Warnings To access the features again re submit or enter your login credentials Polycom Inc 77 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Note Accessing the calendar when the user login feature is enabled If you log in to a phone that has the User Login feature enabled and you want to access features that require your login credentials you need to re enter your login crede
3. Marie Jones Lisa Wong New Call Forward If your phone is on hook an audible tone plays to alert you of new messages To listen to voicemail messages 1 Tap g in the status bar or tap Messages from Home view 2 Tap Message Center 3 If multiple lines are configured on your phone the Line Select screen displays Tap the line that has the message 4 From the Messages screen tap Connect and follow the prompts To remove message indicators temporarily 1 Tap lt or tap Messages from Home view and tap Message Center 2 In the Message Center tap Clear Polycom Inc 55 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide After about an hour or two the message indicators display again View Recent Calls Your phone maintains a Recent Calls list which is a list of missed received and placed calls Each list holds up to 100 entries From the Recent Calls list you can perform the following tasks Sort and order calls using the Order icon u By default the list displays all call types missed placed and received with the most recent call displaying first Filter calls using the Filter icon M Remove certain calls from the list using the Delete icon BR Tap the Info icon i next to a call record to view call details and manage the call Tap a call record to call the person automatically 8604471021 w uly Lisa Wong 10 45 PM Marie Jones 10 45 PM Michelle Dubois 10 45 PM T
4. To mute the microphone During a call including a conference call tap Qf The Mute button glows red and the other parties cannot hear you To disable Mute tap 9 Work with Shared Lines If your phone shares a line with other phones an incoming call to the shared line causes all phones to ring The call can be answered on any of the phones You can transfer hold or set up a conference with calls on shared lines When you have an incoming call on a shared line you can stop your phone from ringing by tapping Silence Even though the phone does not ring the call s visual notification still displays and you still have the option to answer the call In Lines view the following icons and status indicators display for shared lines depending if the line is idle has an active call or has a held call Polycom Inc 59 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Icons and status indicators for shared lines Shared Line Status Icon and Status Indicator Status Indicator Idle Active call Held call Polycom Inc Solid green 1 Note Unsupported features on shared lines Call Forwarding is not available on shared lines Enabling Do Not Disturb on shared lines disables ringing only You ll still see a visual notification of the call and have the option to answer the call 60 Use Advanced Features Now that you have mastered the basics of your phone you are ready to learn a
5. reverse alphabetical order When you filter calls you can choose to display only missed received or placed calls Or you can choose to display all call types the default Note About filtered call lists You cannot save your filtered call list results If you filter your Recent Calls list so that only a certain call tyoe for example only missed calls display the next time you display the list all call types the default filter displays To remove certain calls from the list From your Recent Calls list tap d You can remove a specific call type all calls or just the calls that display on the screen Control Audio and Volume You can change what you hear by doing the following e Change the speaker and ringer volume e Update the incoming call ringtone e Update a contacts ringtone e Mute the microphone Polycom Inc 57 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Change the Speaker and Ringer Volume To change the volume of the far end s audio during a call tap one of the Volume keys while you are in a call To change the volume of the ringtone for incoming calls tap one of the Volume keys while your phone is idle or ringing Update the Incoming Call Ringtone One way to personalize your phone is to change your phone s ringtone You can pick unique ringtones for the different lines on your phone The default ringtone on the CX5500 system is Low Trill To select an i
6. 10 26 PM To update the time and date display 1 From Home view tap Settings gt Basic gt Set Date Time 2 From the Set Date Time screen change the date and time by tapping each option as shown next Minute 3 After you have set your date and time options tap Back Change the Backlight Your phone s backlight has two main components e Backlight Intensity The brightness of the screen during phone activity and inactivity Backlight intensity has three settings gt Backlight On The brightness of the screen when there is phone activity gt Backlight Idle The brightness of the screen when there is no phone activity gt Maximum Intensity The brightness scale that applies to both Backlight On and Backlight Idle intensities e Backlight Timeout The number of seconds the phone is inactive before the backlight dims to its Backlight Idle intensity The backlight timeout period begins after your last phone event such as an incoming call You can change the Backlight On intensity and the Backlight Idle intensity separately You can choose a high medium or low intensity or turn off the backlight entirely When you change the Maximum Intensity you modify the entire backlight intensity scale For example if you decrease the Maximum Intensity the low medium and high levels for both Backlight On and Backlight ldle intensities decrease Polycom Inc 79 Polycom CX5500 Unified Conference Station for Microsoft Lync Us
7. CORB RRR Cfi FH q c ctHB cCUCV E275 CORBPIVAPTLEVa gt Y Sami VEEL CHASAHSt SEMESSsERECCCHESGUE BUR AAS CES TIELU JB OLT FA VCCI B Polycom Inc 92
8. Morrow Alycia Offline 3 f Patterson Ivory Away Groups Polycom Inc 62 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide View Lync Contacts Presence Status You can view your contacts presence status on your phone The following table shows the presence icons and the status that display for your contacts on your phone Lync Status and Presence Icons Icons Description Available Busy In a Call In a Meeting In a Conference Call Away Be Right Back Inactive Off Work Do Not Disturb Presenting Offline Unknown Blocked You can view your Lync contacts and their presence information in your Contacts List in Home view and in Lines view To view your Contact List Doone of the following FromLines view tap Contacts From Home view tap Settings Features Presence Contacts from Home view Polycom Inc 63 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Your Contact List displays i 44 dS 1 Jacobs Caleb Do Not Disturb 2 Morrow Alycia Offline 2 3 j Patterson Ivory Away Groups To view your contacits in Lines view From Home view tap or swipe the screen The contacts who are favorites display with their status as displayed next R Betty Cooper Jacobs Caleb Do Hat Disturb Morrow Alycia T PAM V Patterson Ivory Busy New Call Forward My Status
9. Navigate Your Phone s Interface 11 lle llee e kk kk kk kkk kk AA KAKA WAA AWA AA AA WAA AWA AW AA HAAA WA AA 26 Enter Data and Update FieldS y i s k a kaka k da y na pane kla Da R kan senis a N En k WE n kak Une 2W k R W 27 Se ihie Onscreen le cel n ica cod nr r__nDnnaDnanananar mmmmbbbbbbbbbb 28 Clean the TOUChSCIG8H uiii ee trcea e Cua Dues ubea cea y elu rerba i kk kk pea tu KA AA KA A KA tn AA KA AA KA A KA Cua AA HA AA AA AA AA AA AA 30 Manage Calls on Your Phone 11 conne c kaka er eroe neun AKAN AA AA AHAA AKAN cna NAWA HAWA WA HAWA WA HA 30 green DT DD a 30 Polycom Inc 3 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Manage Acive CA eee nem ne M kn 33 Manage Incoming Galle cip iid Uni kan bilan k AA len bille d ide lentes kla ka y ke inde Key n Iu esM k aka 35 Bel De g SN c go ww 38 Manage Multiple Call iioii Hak n n co di ausis dide a serana Hina haki a kak N waya dudas o enan d n deco sia nue n 43 Dial in to Conference Ca l i i i uk sk kla eene ehh dikek kulek ak bl saa kak ala xal keka kak ewa an kana wa ka a Maa w REUS 44 Manage Conference Calls sa k cak ls l llelal da wak dla asa ru odio HU da aka Kak k N u Wa dek eau kw u wa li Bu ka a ka k 44 Initiate Gonrerence Galliis etos De nayan e a bka
10. The Timesaver icon highlights a faster or alternative method for accomplishing a method or operation The Power Tip icon highlights faster alternative procedures for advanced administrators already familiar with the techniques being discussed The Troubleshooting icon highlights information that may help you solve a relevant problem or to refer you to other relevant troubleshooting resources The Settings icon highlights settings you may need to choose for a specific behavior to enable a specific feature or to access customization options Typographic Conventions A few typographic conventions listed next are used in this guide to distinguish types of in text information Typographic Conventions Convention Bold Italics Blue Text Courier Polycom Inc Description Highlights interface items such as menus soft keys file names and directories Also used to represent menu selections and text you enter Used to emphasize text to show example values or inputs and to show titles of reference documents available from the Polycom Support Web site and other reference sites Used for cross references to other sections within this document and for hyperlinks to external sites and documents Used for code fragments and parameter names Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Get Help and Support Resources This guide includes a Get Help section where you can find links to Polycom
11. To view contacts in Home view From Home view tap the phone line The contacts who are favorites display with their status as displayed next m es Betty Cooper _ Jacobs Caleb Do Not Disturb Morrow Alycia Patterson Ivory 3 Bu gt y Polycom Inc 64 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Integrate with Microsoft Lync Server Your system administrator can configure your phone to work with Microsoft Lync Server and communicate with others using Microsoft Lync From your phone you can monitor the status of your Microsoft Lync contacts For more information on integrating with Microsoft Lync Server refer to one of the following documents available by navigating to your phone from the Polycom Business Media Phones web page e Forusers Using Polycom Phones in a Microsoft Lync 2010 Environment e For administrators Deploying Polycom UC Software for Use with Microsoft Lync Server Broadcast Messages Using Group Paging The Group Paging feature enables you to make pages one way audio announcements to users subscribed to a page group Your system administrator can define up to 25 paging groups for Group Paging Your system administrator can assign a label to each group or channel that easily identifies the phones in the group or channel such as All HR Dept Shipping Staff or Executives Each group or channel has one of the following priorities e Normal By default broadca
12. and foreign patents and or pending patent applications held by Polycom Inc Open Source Software Used in this Product This product may contain open source software You may receive the open source software from Polycom up to three 3 years after the distribution date of the applicable product or software at a charge not greater than the cost to Polycom of shipping or distributing the software to you To receive software information as well as the open source software code used in this product contact Polycom by email at OpenSourceVideo polycom com Disclaimer While Polycom uses reasonable efforts to include accurate and up to date information in this document Polycom makes no warranties or representations as to its accuracy Polycom assumes no liability or responsibility for any typographical or other errors or omissions in the content of this document Limitation of Liability Polycom and or its respective suppliers make no representations about the suitability of the information contained in this document for any purpose Information is provided as is without warranty of any kind and is subject to change without notice The entire risk arising out of its use remains with the recipient In no event shall Polycom and or its respective suppliers be liable for any direct consequential incidental special punitive or other damages whatsoever including without limitation damages for loss of business profits business interruption or loss of busi
13. HEREIN SHALL FAIL OF ITS ESSENTIAL PURPOSE Polycom Limited Warranty and Limitation Liability LIMITED WARRANTY Polycom warrants to the end user Customer that this product is expected to be free from defects in workmanship and materials under normal use and service for one year from the date of purchase from Polycom or its authorized reseller Polycom s sole obligation under this express warranty is at Polycom s option and expense to repair the defective product or part deliver to Customer an equivalent product or part to replace the defective item or if neither of the two foregoing options are reasonably available Polycom may on its sole discretion refund to Customer the purchase price paid for the defective product All products that are replaced will become the property of Polycom Replacement products or parts may be new or reconditioned Polycom Inc 89 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom is expected to warrant any replaced or repaired product or part for ninety 90 days from shipment or the remainder of the initial warranty period whichever is longer Products returned to Polycom must be sent prepaid and packaged appropriately for safe shipment and it is recommended that they be insured or sent by a method that provides for tracking of the package Responsibility for loss or damage does not transfer to Polycom until the returned item is received by Polycom The repaired or replace
14. Inc 14 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Access the Web Configuration Utility You can update phone settings from your phone using the phone s menu commands or update settings remotely with the Polycom Web Configuration Utility The Web Configuration Utility enables you to view and configure phone behavior from a computer using a web browser The utility provides a browser friendly view of your phone s current settings and enables you to perform many of the same updates from your computer that you can perform using your phone s menu system You can access the utility using any compatible web browser installed on a computer that resides on the same network as your phone Before you begin you need to know the IP address of your phone and the user password to log in to the utility Web Info Information on using the Web Configuration Utility For detailed information on accessing navigating and using the utility see the Polycom Web Configuration Utility User Guide To find your phone s IP address From Home view select Settings Status Platform Phone and use the arrow keys to navigate to your phone s IP address To access the Web Configuration Utility for your phone 1 Launch a web browser from a computer on the same network as your phone 2 Inthe address bar of your web Browser enter the IP address of your phone 3 Click Enter 4 From the Web Configuration Utility login screen
15. Your Information Input Mode Tap E ES anl or to select alphabetic numerical upper case or lower case mode For more information on these keys see the table Using the Onscreen Keyboard to Enter Information To use the onscreen keyboard 1 In the status bar tap E This icon displays in the status bar wherever you can enter information in a field 2 To enter information in a specific way for example in upper case only and using the ASCII format tap and select the options you want as shown next 5 ASCII Abc 6 Latin 2 abc 7 Katakana 3 ABC g Cyrillic a 123 g Unicode 3 Press your finger on the character you want Polycom Inc 28 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide The character displays in a magnified view on the screen as displayed next To enter the character lift your finger If you do not want to enter the character drag and lift your finger 4 When you finish entering information tap mI 5 Tap Save Use the tips in the following table to enter information using the onscreen keyboard Using the onscreen keyboard to enter information Task Action Select an encoding option title case upper case lower case numbers only ASCII Latin Katakana Unicode Cyrillic Tap and tap the encoding options you want Enter text Tap Ka and tap the characters you want Enter upper case characters Tap and tap the characters you want Enter low
16. a warning that you haven t viewed the Warning icon displays The icon also shows a counter indicating the number of warning messages you have Tap the icon to automatically view the messages 10 34 PM To view a detailed list of phone issues e From Home view tap Settings Status Diagnostics Warnings The Warnings screen displays as displayed next listing any phone issues i Exil Warnings 1 ZA Exchange Calendar registration has failed Clear Icon Details After you view the phone warnings tap Clear Icon to remove the warning icon from the status bar However the warning still displays in the Warnings list until the phone issue is fixed Restart the Phone Your system administrator may ask you to restart your phone if your phone malfunctions or to assist in troubleshooting Polycom Inc 84 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Caution Restarting your phone Before you restart your phone contact your system administrator If your phone is malfunctioning you may be able to restore normal operation without restarting In addition your administrator may want to troubleshoot your phone before you restart it If you need to update your phone s configuration don t restart your phone See Update Phone Configuration To restart the phone 1 From Home view tap Settings Basic Restart Phone The message Are you sure displays 2 f you still want to restart t
17. enter your contact s information TapFirst Name and enter the contact s first name Polycom Inc 49 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Tap Last Name and enter the contact s last name Tap Contact and enter the contact s phone number The phone number must be unique and cannot already exist in the directory If you save an entry with a non unique phone number the entry is not saved Tap Job Title and enter the contact s job title such as Manager Tap Email and enter the contact s email address Tap Favorite Index and enter a favorite index number The number can be any unused value up to a maximum value of 9999 A contact that has a favorite index number automatically displays in your Favorites list For more information about favorites see Manage Favorites Tap Label and enter a label for the contact such as Marketing When you specify a label the label is first item that displays for the contact on the Directory screen and in your Favorites list if the contact is a favorite Tap Ring Type and select the ringtone you want to use for the contact Tap Divert Contact and enter the phone number of the third party you want this contact s calls sent to Tap Auto Reject and enable or disable the setting The default setting is Disabled When enabled each time the contact calls the call is directed to your mail system Tap Auto Divert and enable or disable the setting The def
18. laws of the United States excluding their conflicts of laws principles The United Nations Convention on Contracts for the International Sale of Goods is hereby excluded in its entirety from application to this Limited Warranty and Limitation of Liability All rights reserved under International and Pan American Copyright Conventions No part of the contents of this manual may be copied reproduced or transmitted in any form or by any means or translated into another language or format in whole or part without written consent from Polycom Inc Do not remove or allow anybody else to remove any product identification copyright or other notices Limitations of Liability LIMITATION OF LIABILITY TO THE FULL EXTENT ALLOWED BY LAW POLYCOM EXCLUDES FOR ITSELF AND ITS SUPPLIERS ANY LIABILITY WHETHER BASED IN CONTRACT OR TORT INCLUDING NEGLIGENCE FOR INCIDENTAL CONSEQUENTIAL INDIRECT SPECIAL OR PUNITIVE DAMAGES OF ANY KIND OR FOR LOSS OF REVENUE OR PROFITS LOSS OF BUSINESS LOSS OF INFORMATION OR DATA OR OTHER FINANCIAL LOSS ARISING OUT OF OR IN CONNECTION WITH THE SALE INSTALLATION MAINTENANCE USE PERFORMANCE FAILURE OR INTERRUPTION OF ITS PRODUCTS EVEN IF POLYCOM OR ITS AUTHORIZED RESELLER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND LIMITS ITS LIABILITY TO REPAIR REPLACEMENT OR REFUND OF THE PURCHASE PRICE PAID AT POLYCOM S OPTION THIS DISCLAIMER OF LIABILITY FOR DAMAGES WILL NOT BE AFFECTED IF ANY REMEDY PROVIDED
19. lines on your phone However your system administrator can set up your phone so that you can enable the feature on a per line basis To enable or disable Do Not Disturb for a particular line 1 From Home view tap DND 2 From the Line Select screen tap the line to enable or disable Do Not Disturb 3 From the Do Not Disturb screen tap Enable or Disable Power Tip Enabling or disabling Do Not Disturb for all lines To enable Do Not Disturb for all lines tap Set All in the Do Not Disturb screen To disable the feature for all lines tap Clear All Polycom Inc 42 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Manage Multiple Calls You can manage multiple calls from Lines and Calls view In Lines view you can see each line on your phone and how many calls are on each line A green bar indicates a line with an active call and a flashing red bar indicates a line with one or more held calls In the following figure line 1004 has one held call and line 1016 has one active call Note that when you tap a phone line that does not have an active call the dialer displays Calls on two lines in Lines view Tom Davies Marissa Dunes Marie Jones Lisa Wong Hold End Call Transfer Confrnc Swipe the screen from right to left to display Calls view Calls view shows all the calls for each phone line All the calls for a line display under the associated line Scroll up or down to see all your lines and cal
20. off For more information see Change Timeouts Change Your Office Hours Update your office hours so the phone knows when you are in the office When you update your office hours you specify when you start and how long you work each day To change your office hours 1 From Home view tap Settings Basic Power Saving Office Hours Start Hour 2 From the Start Hour screen tap the day of the week you want to update enter your start time and tap Save You can enter a start time using the 24 hour clock with values from 0 to 23 3 From the Office Hours screen tap Duration 4 From the Duration screen tap the day of the week you want to update enter the number of hours you work and tap Save You can enter a duration of 0 to 12 hours per day Change Timeouts You can update the period of time the phone is idle before the touchscreen turns off You can specify different timeouts for office hours Office Hours Idle Timeout and non office hours Off Hours Idle Timeout By default the Office Hours Idle Timeout is much longer than the Off Hours Idle Timeout You can also specify a separate timeout period that applies after you tap the screen This is called the User Input Idle Timeout You can choose to set a higher User Input Idle Timeout than the Office Hours and Off Hours Idle Timeouts so that when you re actively using the phone power saving mode won t initiate as often User Tip Determining which idle timeout applies If
21. requirements for the connected computer Category Requirements Windows Windows 8 1 32 bit or 64 bit Windows 8 32 bit or 64 bit Windows 7 32 bit or 64 bit Desktop Client Microsoft Lync 2013 recommended Microsoft Lync 2010 Processor Basic Video Transmit 2 0 GHz or higher HD Transmit Quad cores 2 0 GHz or higher For the Lync 2013 client you can find detailed system requirements on the Lync Client Software Support page on Microsoft Lync Tech Center For the Lync 2010 client you can find detailed system requirements on the Microsoft Lync 2010 System Requirements page on Microsoft Lync Tech Center RAM 2 GB Hard drive space 1 5 GB Video card Minimum 128 MB RAM with support for full hardware acceleration Monitor Minimum 1024 x 768 USB connector A USB 3 0 port is required for 1080p calling Connecting the system to a USB 2 0 or USB 1 0 port can result in reduced performance Note If you see a message indicating that your system can run faster when you connect the CX5500 the system is connected by USB 2 0 Note Third party extension cables If you use a third party USB extension cable to increase the distance between the CX5500 system and the PC be aware that most extension cables limit the data rate or provide only USB 2 0 performance even when plugged into a USB 3 0 port When you connect the CX5500 to your computer using a USB 2 0 port a warning message stating that your system can run faster displays Polycom
22. to ignore incoming calls Do Not Disturb applies to all lines on your phone and your phone does not ring To lock your phone 1 From Home view tap Settings Basic Lock Phone 2 From the Lock Phone screen select how you want incoming calls handled when your phone is locked The default setting is Allow ringing when locked Select Allow ringing when locked if you want your phone to ring when you have an incoming call When you choose this option you can answer a call by entering your password Polycom Inc 76 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide 3 Tap Lock Timesaver A Quick way to lock your phone Your phone is set up so that you can quickly lock it by tapping Lock from Lines view When you do this you cannot choose how to handle incoming calls Your phone uses the default setting Allow ringing when locked or the last setting you selected To unlock your phone 1 Tap Unlock 2 Enter your user password and tap Enter Call and Answer from a Locked Phone From a locked phone anyone can dial the standard emergency number such as 911 and up to five other authorized numbers that your administrator can set up You cannot call any other numbers from a locked phone When you set up your phone so you can answer incoming calls when your phone is locked you can answer calls by entering your user password To call an authorized number from a locked phone Doone of the following
23. uc ee o Du rre cu Mu avek On E aed 79 Ol ande the Background PICLIUFe Lom toe ale ime bond aloha a muU LA UU ean 80 Use uelle delis cis nkiyan san ayanane ekle dan dilka uk kaka 2una k Ada UR Ha da U ku bu h E k val dan W d eau k ku ka kak 81 Chande Your OMICS THOUS REN T Tm 82 Change TMG OUTS h wan nce cin k r har onim laf xy 09 k ne k n heb Va naye We rek asad Q Meken b d c Kan Vu y n and G xu kat d 82 Administrative TASKS i iil yllk lik si xi eene Epi eae 1c a e C ka wekl k ka k kl y kak k k kak al w kula k l K Ra K BI K Ra a 84 investigate Phone WarnihgS six ki s siyay eu sa E cose ex ke ku a vene ka Wa say eese iue 84 Restart th PDO i ici san c M M 84 Update Phone C onfi 0gUrat O 44 askan Ded e kk kkk AA AA VE AA KAKA KA AA KAKA AA KAKA AA WA WAA AWA 85 Test Phone LaArd Wa l6 s is ay k al Stes n si y kuk EE 85 TrFOHDIGSIIOOL ISSUBS instet eoo d na ana de ra Ke de nar E danan Hen O Sunda ici eden 86 OCENG SEY NN NNN NN ND N DD DD N DD See N eer DD N NNN 87 Polycom and Partner Resources 1 eese kk kk Ak AA KAKA AKA KAKA KAKA KAKA KAKA NAKA KAKA KAWA WAAR 87 Th P lyc m Community 4454 45 44 cans aaa Rek a n k Va nawa VA RE Fa b a kd A D We A S Ru GU R W 88 Copyright Safety and Regula
24. with Microsoft Lync see Using Polycom Phones with Microsoft Lync Server Quick User Guide To forward all calls a contact 1 From Home view tap Forward Alternatively you can also tap Settings Features Forward or tap Forward from Lines view 2 f your phone is set up with multiple lines tap the line for which you want to enable call forwarding 3 From the Forwarding Type Select screen tap one of forwarding type options gt Always To forward all incoming calls gt No Answer To forward all unanswered incoming calls gt Busy To forward calls that arrive when you re in a call 4 Enter the forwarding number and tap Enable Note that if you selected the No Answer option you can enter the number of rings before your phone forwards the call A value of 2 is recommended The forwarding number you chose displays in the status bar In the next figure the message Fwd 1002 shows the number to which all calls are forwarded Polycom Inc 39 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide The forwarding icon is displayed in Lines view next to the phone line that has call forwarding enabled as shown next The call forwarding enabled icon in Lines view Call Forwarding Tom Davies enabled Marissa Dunes Lisa Wong New Call Forward To disable call forwarding 1 From Home view tap Forward 2 f your phone is set up with multiple lines tap the line with call forwarding enabled 3 From t
25. you tap the screen the idle timeout period that applies User Input Idle Timeout or Office Hours Off Hours Idle Timeout is the timeout with the highest value To change timeouts 1 From Home view tap Settings gt Basic gt Power Saving gt Timeouts 2 Tap Office Hours Idle Timeout and enter the number of minutes the phone should wait during office hours before starting power saving mode Enter a number between 1 and 600 The default is 10 minutes Polycom Inc 82 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide 3 Tap Off Hours Idle Timeout and enter the number of minutes the phone should wait during off hours before starting power saving mode Enter a number between 1 and 10 The default is 1 minute 4 Tap User Input Idle Timeout and enter the number of minutes the phone should wait after screen tap before starting power saving mode Enter a number between 1 and 10 The default is 10 minutes 5 Tap Save Polycom Inc 83 Administrative Tasks When your phone is unable to operate properly you may have to investigate or troubleshoot issues To solve issues your administrator may ask you to restart your phone update the phone s configuration or test phone hardware This chapter shows you how to perform these tasks Investigate Phone Warnings When your phone is unable to perform certain tasks a warning icon r displays in the status bar as displayed next Each time your phone has
26. your administrator For information on how to place authorized calls see Place Calls from Phones That Are in the Logged Out State When the User Login feature is set up on your company s phones to use this feature you need to know how to do the following e Login to a phone to access your personal phone settings e Log out of a phone after you finish using it e Placeacall to an authorized number from a phone that is in the logged out state and requires a user login e Change your user password Log In and Out of a Phone Depending on how your system administrator enables the User Login feature certain phones require you to log in before you can use them Other phones do not require you to log in before you to use them However if you do not log in you see the phone s default profile When you want to see your personal phone settings from the phone you must to log in When you log in you have full access to your personal phone settings and your directory After you log out of the phone you can no longer view this information on the phone After you use a phone log out of the phone to prevent access to your personal settings Note Accessing the calendar when the user login feature is enabled When you log in to a phone that has the User Login feature enabled and when you want to access features that require your login credentials you need to re enter your login credentials For more information see Access Features with Yo
27. 500 system Place a Video Call You can place calls to people and systems in your organization that are registered to the Directory Service To place a video call 1 In Microsoft Lync do one of the following gt Click amp and scroll to the contact you want to call gt Start typing a name in the search box and click As you type the system finds matching names gt Click 9 5 and choose a name from your Recent Calls 2 Click a name to select it 3 Click to start a video call To invite others to join a conference From a conversation window in Microsoft Lync do one of the following gt Click and click Invite More People Find the person you want and click OK gt Drag a contact from your contacts list into the conversation window Answer a Video Call When you receive a call you see a call notification that tells you who is calling To answer a call In the incoming call notification do one of the following gt Click Accept to join the call gt Click Redirect gt Reply with an Instant Message to send a message to the caller To refuse a call In the incoming call notification do one of the following gt Click Decline gt Click Ignore to refuse the call Polycom Inc 17 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Hang Up a Call Hanging up a call with another person automatically disconnects the other person When you hang up from a conversation t
28. Answer screen you can do one of the following Enable your phone to answer SIP calls automatically Tap Auto Answer SIP Calls and tap Yes The default setting is No Enable your phone to answer H 323 calls automatically Tap Auto Answer H 323 Calls and tap Yes The default setting is No This option displays only if your phone supports the H 323 protocol Polycom Inc 37 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Mute the microphone for all auto answered calls so the incoming caller cannot hear your audio when the call is answered Tap Microphone Mute and tap Yes The default setting is Yes Unmute the microphone for all auto answered calls so the incoming caller can hear your audio when the call is answered Tap Microphone Mute and tap No The default setting is Yes 3 Tap Save Ignore Incoming Calls Ignore or silence a call to stop your phone from ringing Even though the call is ignored your phone continues to display the incoming call notification so you can still answer the call To ignore or silence a call From the Incoming Call window tap Ignore for private lines or Silence for shared lines The Incoming Call window disappears your phone stops ringing and either Home or Calls view displays Reject Incoming Calls Reject a call to stop your phone from ringing and send the call directly to voicemail Calls you reject display in your Recent Calls list Rejecting calls
29. Attendees Davies Tom Morrow Alycia Jones Marie Description 8604471002 You can also use another number to join the meeting if meeting organizer has specified alternate meeting numbers you can call To use another number to join the meeting from Meeting view 1 Tap More Actions A list of numbers that you can dial displays 2 Tap one of the numbers to join the meeting Polycom Inc 73 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Log in to a Phone When your system administrator enables the User Login feature you can view your personal phone settings from any phone that is part of your organization You can access your Contact Directory and speed dials as well as other phone settings when you change locations When the User Login feature is enabled and you change settings while you are logged in to a phone the settings are saved and displayed the next time you log in to a phone When you log out your personal phone settings no longer display You can log in to a phone by entering your user ID and password Default passwords are preset at the factory to the numerals 123 Note Placing a Call from a Phone in the Logged Out State When a phone is in the logged out state and requires a user login it is possible that you may be able to use the phone to place emergency calls to standard emergency numbers such as 911 and other pre configured phone numbers These numbers are configured by
30. From this screen you can also tap a phone line to open the dialer or tap a favorite to dial that contact To display the home icons again tap Close Lines View In Lines view you can view your phone lines your favorites and soft keys The following figure shows the phone line favorites and soft key area that display in Lines view Lines view _ C Kwa J 10 32 PM Phone Line Marie Jones Betty Cooper Michelle Dubois Favorites Tom Davies Lisa Wong New Call Forward Soft key area To display Lines view From Home view tap ffi You can perform the following tasks in Lines view e apa phone line to access the dialer e apa favorite to call that contact instantly e Tap New Call to access the dialer e ap Forward to access the call forwarding settings e ap DND to enable Do Not Disturb Polycom Inc 22 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide You can also view the status of a call and the number of active and held calls that are on your line in Lines view When there is an active call on your line a green bar displays on the line in Lines view When the phone line has one or more held calls a flashing red bar displays on the line in Lines view The following figures display an active and held call on phone lines in Lines view Active and held calls in Lines view om 0 eer 1004 Tom Davies i ae on Piro 1016 Marissa Dunes ine aka Marie
31. Jones Lisa Wong Hold End Call Transfer Confrnc To display all your calls Press and hold the phone line or swipe the screen left to right A list of calls for that line displays in Calls view Active Call View You can access Active Call view when an active call is in progress on your phone Active Call view displays automatically when you answer an incoming call or when you place an outgoing call To view Active Call view Do one of the following gt From Home view tapi or tap in the status bar From Lines view swipe the screen right to left In Active Call view you can see the name and number of your contact and the duration of the call You can also hold end or transfer the call or initiate a conference call The following figure displays an active call and the soft keys that display in Active Call view An active call and soft keys in Active Call view AB oy 10 33 PM Line 8604471021 0 03 s To Marie Jones End Call Transfer Confr nc Polycom Inc 23 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Calls View You can access Calls view when you have one held call or there are two or more calls on your line The following figure displays an active and highlighted call an incoming call and a held call in Calls view An active call an incoming call and a held call in Calls view 1 3 calls Active and To Michelle Dubois 0 57 highlighted call sip mdubois
32. P NN eee bpbor arXrXrX XrX X rXWXWXWXrXWXSdVXVR r 72 Join Meetings from the Calendars oi too ed veo la eto e Kala A K be eoe e lae deyka ee eei e lev sone oberg luos 73 boq II TO 2 PHONE i susy yadan l eu nab s na yena nekira laye E y dal sewka ney esen a sd kw ew aub k navana a 74 LogIn andi OU OF A PONG 2 cn cocaine etras icai rd Qizek ad av Nakarat Dada dia te ico a n MA ne 74 Place Calls from Phones That Are in the Logged Out State lliiE e 75 Change YOU PASSWOLO k yene yal ate dide dtes ute odi y k vale dine ladite Ak edi Kal e eke e dtu uten uas 75 Polycom Inc 4 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide LOCK IHE dgleli me cce 76 change Your User PassWOFd ds kel l ne lle nasi deese e belay e hoec div Leod kt bcc leo red bil bene M vb rude oe addons 76 Hock alld UnlOCK YoUr PHONG m TNT UE EP REN 76 Call and Answer from a Locked Phone lar kan h kan n nenne nennen nnn nnns nnns annis nns 71 Access Features with Your Login Credentials kaka erka 77 Customize the Phone s Display dicito kk Eo suoi e a oen Edeka kk kk KA ue KA Eo KAK A KA KA KA KA A A WA KK WA ee 78 Change the Language on Your Phoen Iouis ueni kk Urn E Eo ese KAK KA KA KA KK KK ieu iva tds 78 Change the Time and Date Display y ionn eio e ey eei vec ele esse dee 79 hange tne Baekliglib e rat ride ake la i
33. Phone Your phone can handle a maximum of 24 calls at one time However you can have only one active call on the system at a time In addition to one active call your phone can have multiple other calls that are either on hold or in an incoming or ringing state Your administrator can configure up to 16 lines for your phone Lines can have unique extension numbers or can share an extension number with other phones Note that you cannot make video calls on the CX5500 system when the system is not connected to a computer To make video calls you need to connect the system to your computer Place and End Calls You can place calls in several ways e Manually from the dialer e Automatically by tapping a favorite in Home or Lines view e Automatically from your Favorites list Recent Calls list or Contact Directory R Note Calling from a locked phone If your phone is locked see the section Call and Answer from a Locked Phone for information Polycom Inc 30 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Call from the Dialer The dialer displays a list of previously placed calls as displayed next To enter a number tap one of the dialer entries or start entering a number As you enter numbers the Dialer displays a list of similar numbers Tap a number to enter it automatically The dialer displaying a list of previously placed calls 8604471021 Y URL lll Marie Jones a xana an Betty Coo
34. Q Polycom USER GUIDE Software 1 1 0 May 2014 3725 67893 001 Rev A Polycom CX5500 Unified Conference Station for Microsoft Lync Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Copyright 2014 Polycom Inc All rights reserved No part of this document may be reproduced translated into another language or format or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of Polycom Inc 6001 America Center Drive San Jose CA 95002 USA Q Polycom Polycom the Polycom logo and the names and marks associated with Polycom products are trademarks and or service marks of Polycom Inc and are registered and or common law marks in the United States and various other countries All other trademarks are property of their respective owners No portion hereof may be reproduced or transmitted in any form or by any means for any purpose other than the recipient s personal use without the express written permission of Polycom G Java COMPATIBLE Java is a registered trademark of Oracle America Inc and or its affiliates End User License Agreement By installing copying or otherwise using this product you acknowledge that you have read understand and agree to be bound by the terms and conditions of the End User License Agreement for this product Patent Information The accompanying product may be protected by one or more U S
35. T OR BY OPERATION OF LAW STATUTORY OR OTHERWISE INCLUDING WARRANTIES TERMS OR CONDITIONS OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE SATISFACTORY QUALITY CORRESPONDENCE WITH DESCRIPTION AND NON INFRINGEMENT ALL OF WHICH ARE EXPRESSLY DISCLAIMED POLYCOM NEITHER ASSUMES NOR AUTHORIZES ANY OTHER PERSON TO ASSUME FOR IT ANY OTHER LIABILITY IN CONNECTION WITH THE SALE INSTALLATION MAINTENANCE OR USE OF ITS PRODUCTS Safety Compliance and Disposal Information Part 15 FCC Rules This device is compliant with Part 15 of the FCC Rules Operation is subject to the following two conditions e his device may not cause harmful interference and Polycom Inc 90 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide e his device must accept any interferences received including interference that may cause undesired operation Class B Digital Device or Peripheral Note This equipment is tested and complies with the limits for a Class B digital device pursuant to Part 15 of the FCC Rules These limits are designed to provide reasonable protection against harmful interference in a residential installation This equipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instructions may cause harmful interference to radio communications However there is no guarantee that interference will not occur in a particular installation If this equipment does
36. The uploaded photo automatically displays on your phone s background in Home view Web Info Adding a web page as the background on your phone You may be able to add a Web page as the background on your phone For more information see Branding Your Polycom Phone Best Practices 75556 Use Power Saving Mode By default power saving mode which turns off the touchscreen to conserve energy is disabled on the CX5500 system When you enable power saving mode your phone s touchscreen turns off after the system has been idle for a certain period of time You can configure the period of time that the phone is idle before the touchscreen turns off You can also configure different idle timeouts for office hours and off hours such as evenings and weekends During off hours the message Off Hours Mode scrolls on the status bar Your phone exits power saving mode when there is activity on your phone For example the phone exits power saving mode when there is an incoming call or message or when you tap the screen If a screen saver is enabled on your phone power saving mode still occurs You can update the following power saving settings Polycom Inc 81 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide e Office Hours When you start work and how long you re in the office each day For more information see Change Your Office Hours e Timeouts The period of time the phone should be idle before the touchscreen turns
37. as information you need to know icons and messages scroll in the status bar under the time display with the date The next figures show the icons that display in the status bar in Home and other views Status bar in Home and other views Status Bar in Home View Status Bar in other views M Zii C va J R 10 34 PM jp 8604471021 v piraan View scrolling Tap to disable DND Tap to view messages Tap to view recent calls Favorites Tap to access Messages Tap to switch between views The following table displays icons and indicators that show the status of your device an enabled feature or a call or contact s status You can tap certain icons to access information or enable features Phone icons and status indicators Icon Description Icon Description Status indicators in Lines view a flashing es Registered line red bar indicates held calls and a green bar indicates an active call s Unregistered line Do Not Disturb enabled Placing a call Phone warning Active call using Polycom HD Login credentials invalid Voice Held call Shared line Incoming call in Lines view ENS Shared line with a held call i Incoming call in Call view lt Tap to access messages Active conference j Presence status Available Polycom Inc 25 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide LJ Placed call e Received call Missed call Call forwarding is enabled M Tap to acc
38. at you can only control audio call features and capabilities using the touchscreen You cannot control video features and capabilities on the system The following sections discuss how to use the CX5500 system as a conference phone e Navigate Phone Views e Understand Phone Icons and Status Indicators e Navigate Your Phone s Interface e Enter Data and Update Fields e Clean the Touchscreen e Manage Calls on Your Phone e Dial into Conference Calls e Manage Conference Calls e Manage Contacts and Directories e Listen to Voicemail e View Recent Calls e Control Audio and Volume e Work with Shared Lines Navigate Phone Views Your device has four main views Home Calls Active Call and Lines Home view displays the menu options available on the system Calls and Active Call views display recent call history and active calls on the system Lines view displays the line keys or favorites configured on the system You can see all the phone views from the other main views however you can see Active Call view only when there is an active call on your phone To switch among views Doone of the following gt To switch to Home view from any view tap Tah at the top of the screen gt From Home view tap m on the screen to switch to Lines View To switch between Lines view and Calls view swipe the screen to the right or left During an active call tap e to view either Calls Home or Lines view Tap Tah again to view Active Calls view fro
39. ator can set up your phone so that you can access portions of a Corporate Directory You cannot update your Corporate Directory your administrator determines which contacts you can see From the Corporate Directory you can do the following e Search for contacts e Dial contacts e Add contacts to your Contact Directory Polycom Inc 59 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To view the Corporate Directory From Home view tap Directories Corporate Directory By default a blank search screen displays To view entries search for a contact User Tip Saving Corporate Directory search results You can save your last search results so that the next time you view the Corporate Directory the results of your last search displays To save Corporate Directory search results from Home view tap Settings Basic Preferences Corporate Directory View Persistency From the View Persistency screen tap Enabled The next time you view Corporate Directory your last search results display From the Corporate Directory you can perform a quick search or an advanced search To perform a quick search of the Corporate Directory Enter the first few characters of the contact s first or last name depending on how the directory is organized and tap Submit To perform an advanced search 1 Tap AdvFind 2 From the Advanced Find screen enter your search criteria and tap Submit The screen
40. atterson Ivory si p ipatterson bor ee com End Call Manage If your phone has an active call and one held call on the same or different lines you can initiate a conference call with those participants To set up a conference call from an active call and a held call Tap Join from either the Lines or Calls view The conference call takes place on the line with your last active call Hold and Resume Conference Calls When you place a conference call on hold you place all participants in the call on hold No one in a held conference call can hear the other participants To place one participant on hold see Manage Conference Call Participants Polycom Inc 45 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To place a conference call on hold In Calls view tap Hold as shown in the next figure All participants in the conference call are placed on hold 29 Conference a Jacobs Caleb Si p cjacobs bor ee com Patterson Ivory Si p ipatterson bor ee com End Call Manage To resume a held conference call Tap Resume End Conference Calls By default when you tap End Call your participation in the conference call ends and the other people in the conference remain connected with each other Other conference participants need to end the call on their phones to leave the conference call However your system administrator can set up your phone so that all connections end w
41. ault setting is Disabled When enabled each time the contact calls the call is directed to the third party you specified in the Divert Contact field 3 Tap Save Note Directory fields are administrator set Your phone displays one required field the Contact field which contains the contact s phone number Your administrator sets all other directory fields For more information see your administrator To update a contact s information 1 From the Contact Directory tap the contact you want to update 2 From the contact s information screen tap Ed 3 From the Edit Contact screen update the contact s information 4 Tap Save To delete a contact 1 From your Contact Directory tap the contact you want to delete 2 From the contact s information screen tap Li A confirmation message displays confirming that you want to delete the contact Tap Yes or No Polycom Inc 50 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Add Contacts from Recent Calls list You can automatically save a recent caller to your directory from the Recent Calls list To add recent callers to your Contact Directory 1 From your Recent Calls list tap rm next to the call record 2 From the call information screen tap Save The Add Contact screen displays with the name if specified and contact fields populated Enter additional information if desired 3 Tap Save Note Add Corporate Directory contacts to the Conta
42. bor ee com From Lisa Wong Incoming Call sip lwong bor ee com Held Call Hold Tom Davies Sip tdavies bor ee com End Call Transfer Confrnc To display Calls view Doone of the following gt From Home view tap If or tap in the status bar gt In Lines view swipe the screen to the right or left You can scroll the screen right to left to view all active held and incoming calls on your line If your phone has multiple lines you can view the calls for each line by tapping the line in Calls view In Calls view call status is indicated using several colors A highlighted call is either bright green or bright blue and indicates that you have selected an active or held call When you tap an active call the call is highlighted in bright green and when you tap a held call the call is highlighted in bright blue The soft keys that display in the soft key area apply to the highlighted call The following colors indicate a call s status e Dark green Active call e Dark blue Incoming and held calls e Bright green Active call is highlighted e Bright blue Incoming or held call is highlighted Polycom Inc 24 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Understand Phone Icons and Status Indicators At the top of each view a status bar displays the date time your line and icons that you can tap to access messages recent calls and warning messages or to enable Do Not Disturb When your device h
43. bout all the other interesting and powerful features that your phone has to offer The following sections describe advanced features available for your phone such as joining Microsoft Outlook meetings or viewing Lync contacts on your phone This section includes the following topics e Use the Contact List e Integrate with Microsoft Lync Server e Broadcast Messages Using Group Paging e Use the Calendar e Login to a Phones e Lock the Phone e Customize the Phone s Display e Use Power Saving Mode Note that your phone might not support all of the features described in this section Check with your system administrator to find out which features are available on your phone Use the Contact List When you set your contacts as favorite in Lync 2013 or pin frequent contacts in Lync 2010 you can view a list of Lync contacts and their presence status on your CX5500 system When a contact updates their presence status such as Available Do Not Disturb or Busy you can view their status in real time from your Contact list You can also view your contacts presence status from Lines view and Home view The following topics are included in this section e Update Your Status e Manage Your Contact List e View Lync Contacts Presence Status Update Your Status When you update your status on your phone other contacts can view your updated status from their phones and in the Lync client You can update your status to one of the follo
44. bs Caleb Sip cjacobs bor ee com From Lisa Wong Incoming Call sip lwong bor ee com End Call The active call is placed on hold and the new call becomes active Answer Calls on a Shared Line If you share a line with another phone you can answer calls normally or someone who shares a line with you can choose to answer the call from their phone When you share a line with another phone and you place a call on hold anyone who shares your line can resume the held call For more information about shared lines including what you can and cannot do with shared lines see Work with Shared Lines Answer Calls Automatically You can set up your phone to answer calls automatically so you do not have to push a button or tap a key to answer a call Your system administrator sets how many times your phone rings before the call is auto answered When you enable the Auto Answer feature your phone automatically answers incoming calls and mutes the microphone when the call is answered To unmute the microphone so the caller can hear you press 9 See the following procedure to enable or disable microphone mute for auto answered calls Note that when Auto Answer is enabled and a new call arrives while you are in a call the incoming call is automatically answered only if you end or hold the current call To enable your phone to answer calls automatically 1 From Home view tap Settings Basic Preferences Auto Answer 2 From the Auto
45. cause harmful interference to radio or television reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures e Reorient or relocate the receiving antenna e Increase the separation between the equipment and receiver e Connect the equipment into an outlet on a circuit different from that to which the receiver is connected e Consult the dealer or an experienced radio TV technician for help Plug Acts as Disconnect Device The socket outlet to which this apparatus is connected must be installed near the equipment and must always be readily accessible La prise lectrique laquelle l appareil est branch doit tre install e pr s de l quipement et doit toujours tre facilement accessible Industry Canada IC This Class B digital apparatus complies with Canadian ICES 003 Cet appareil num rique de la classe B est conforme la norme NMB 003 du Canada Europe This Polycom CX5500 has been marked with the CE mark This mark indicates compliance with EEC directories 2006 95 EC and 2004 108 EC A full copy of the Declaration of Conformity can be obtained from Polycom Ltd 270 Bath Road Slough Berkshire SL1 4DX UK Singapore Complies with IDA Standards DA101619 Polycom Inc 91 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Class B Statements Japan COKBI 72ABf iid BAB CT
46. coming Call window If your phone is locked enter your password when prompted To answer an incoming call from Home or Calls view Tap Calls from Home view or tap the incoming call listing in the Calls screen as shown next Tap to see Incoming incoming call Call Indicator INS Line Betty Cooper _ From jacobs Caleb sip cjacobs obor ee com t as New Call Directories Settings Answer Reject Forward New Call Polycom Inc 35 9 44 PM 1 call Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Answer Additional Calls When you are in an active call and an incoming call arrives on the same or a different line a call waiting tone beeps and the Incoming Call window displays To answer another incoming call Inthe Incoming Call window shown next tap Answer The active call is placed on hold and the new call becomes active Incoming Call window amp i Marissa Dunes 1002 Answer Reject Forward New Call Ignore To answer another incoming call from Home view 1 From Home view tap Calls to display the Calls screen Tap to see Incoming incoming call Call Indicator wa S a 2 New Call Directories Settings Polycom Inc 36 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide 2 Tap the incoming call listing and tap Answer 9 41 PM a Line Betty Cooper 1 3 calls To Morrow Alycia sip amorrow bor ee com Hold jaco
47. ct Directory If a Corporate Directory is available on your phone you can add contacts from the Corporate Directory to your Contact Directory For information on how to update your Contact Directory in this way see Work with a Corporate Directory Manage Favorites You can make a contact a favorite to quickly call that contact To make a contact a favorite 1 In the Contact Directory select a contact 2 Inthe contact information screen tap Ell 3 Scroll to Favorite Index and assign the contact an index number You can assign contacts an index number starting with 1 4 Tap Save Contacts that have a favorite index number display a green star in the contact information screen as shown in the next figure Viewing a favorite contact Betty Cooper Polycom Inc 51 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide All your favorites display in your Favorites list Lines view and Home view Favorites display consecutively according to their index number The contact with the lowest number displays first To reorder your favorites assign the contacts different index numbers The following figure displays a sample Favorites list Favorites list 1004 Marie Jones Lisa Wong Tom Davies Marissa Dunes DIELS Directory Recent Favorites The following figure displays your favorites in Lines view under your phone lines Favorites in Lines view 10 32 PM eX 8604471021 Marie Jones Bett
48. d item will be shipped to Customer at Polycom s expense not later than thirty 30 days after Polycom receives the defective product and Polycom will retain risk of loss or damage until the item is delivered to Customer The product software comes with 90 day software warranty providing for software updates minor releases bug fixes To continue to receive support purchasing a maintenance contract is the most economical solution Exclusions Polycom will not be liable under this limited warranty if its testing and examination disclose that the alleged defect or malfunction in the product does not exist or results from e Failure to follow Polycom s installation operation or maintenance instructions e Unauthorized product modification or alteration e Unauthorized use of common carrier communication services accessed through the product e Abuse misuse negligent acts or omissions of Customer and persons under Customer s control or e Acts of third parties acts of God accident fire lightening power surges or outages or other hazards Warranty Exclusive IF A POLYCOM PRODUCT DOES NOT OPERATE AS WARRANTED ABOVE CUSTOMER S SOLE REMEDY FOR BREACH OF THAT WARRANTY SHALL BE REPAIR REPLACEMENT OR REFUND OF THE PURCHASE PRICE PAID AT POLYCOM S OPTION TO THE FULL EXTENT ALLOWED BY LAW THE FOREGOING WARRANTIES AND REMEDIES ARE EXCLUSIVE AND ARE IN LIEU OF ALL OTHER WARRANTIES TERMS OR CONDITIONS EXPRESS OR IMPLIED EITHER IN FAC
49. displays a list of contacts starting with the most successful matches To view information for the contact tap View To erase all your search criteria and enter new criteria before you submit your search tap Clear To dial a Corporate Directory contact 1 From the Corporate Directory search for the contact you want to dial 2 From the search results tap the contact and tap Dial To add a contact to your Contact Directory 1 From the Corporate Directory search for the contact you want to add to your Contact Directory 2 From the search results tap the contact s record and tap View 3 From the contact s information screen tap Save Only the first name last name and phone number are saved in the local Contact Directory You can open the Contact Directory to see if the contact was saved correctly and to add additional contact information Polycom Inc 54 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Listen to Voicemail Your phone indicates when you have new voicemail messages in the several ways A message counter indicating the number of messages you have displays on the Messages icon in Home view as shown next 4 30 PM lt Betty Cooper w a 3 New Call Directories Settings Messages DND Calendar Additionally a message counter displays on the Message icon in the status bar The Message icon also displays next to the phone line in Lines view as displayed next Tom Davies
50. e ntu a eae 58 Update a Contacts RINGING s x lb i eda a Rata e Kera Aa S ad r c CR d kk e ken n bla dave beo v Tan R KA 58 M te TAS IWIICFODINOMG SN e 59 Work With Shared MIT RA W 59 Use Advanced FeallreS 2i nali oo yk dark er n duak lae kabak Kava ER du ka aka daka daka daka d 61 US In Contact LIS li uk cc 61 Update de 8 gare 2 10 at PE 61 Mandge VOUIMCOMLACE LIS E sesi ransana eta e bedelnaya ems da aeri k w eset ones De es Dus ea 62 View Lync Contacts Presence Salis anek ana dana tota ca bna aa ja n ka l y assa es Da benk zan n an an 63 Integrate with Microsoft Lync Server cccccssseceeeeesseeeeeenseeeecesseeeseosseeseoesseeseonnseessoaaes 65 Broadcast Messages Using Group Paging aka kaka ka kk kk KA AA KA AA WW W 65 Grou Paging lele m rrr ETT 65 Use the Calendal m t M kr 68 Open and Close the Calendar ccccccccsececccceeceeeeeseeeceeeeeeeaeeeeseceeeeeesaaeeseeeeeeeesssseaseeeeeeesessaaaeeeeeeees 69 Navigate Month V W u kk kk kak kk k kK K KAKA KK AKA K A KA KK KA kk KK KK KK kK KK A KK KK A KA 70 Navigate Day VIO W xsqusoiusdru tut vsum Vena aote Nun auda deuda sia Duet ao lated aedrburwakns P ust Cb S de dey Bru RU was US 70 Navigate Meeting VG m M 71 Work WID Meeting alla a D
51. e of the following gt Dial a contact s number or tap a recent contact gt Tap Directories and tap Contact Directory or Corporate Directory to search for a contact to call Tap Favorites and tap the favorite you want to call gt Tap Recent to select a contact from the Recent Calls list 3 When your contact answers and you have spoken with the person tap Transfer to complete the transfer The call is transferred to your contact and the call is ended on your line To perform a blind transfer 1 During an active call tap Transfer The active call is held Polycom Inc 34 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide 2 Inthe dialer tap More gt Blind as shown next Transfer to More 3 Dial a contact s number or select a contact from the Recent Calls list Directory or Favorites The call automatically transfers to your contact and the call is ended on your line Manage Incoming Calls When you receive incoming calls you can choose to answer the incoming calls or you can ignore forward divert or reject incoming calls You can also configure the system to take specific actions for managing incoming calls Answer Incoming Calls When you receive an incoming call on your phone the Incoming Call window displays information about the call You can answer the incoming call in the Incoming Call window or from Home and Calls view To answer an incoming call Tap Answer in the In
52. e page volume When you adjust the volume of a non emergency page your phone uses the adjusted volume for subsequent non emergency pages However only your system administrator can change the volume of an Emergency page Change the Default Paging Group When you tap and hold Paging your page is automatically sent to the default paging group paging group 1 You can change the default paging group To change the default paging group 1 From Home view and tap Settings Basic Preferences Paging PTT Configuration Group Paging 2 From the Group Paging Configuration screen tap Default Group and tap a new paging group number The default paging group is 1 Polycom Inc 67 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Update Paging Group Subscriptions By default you are subscribed to Paging Groups 1 24 and 25 This means that you can send pages to and receive pages sent from these groups You can change which groups you are subscribed to However you cannot disable your subscriptions to Paging Groups 24 and 25 To update your Paging Group subscriptions 1 From Home view tap Settings Basic Preferences Paging PTT Configuration Group Paging 2 From the Group Paging Configuration screen tap Group Subscriptions 3 From the Group Subscriptions screen tap the group you want to subscribe to and tap Yes Enable Pages to Play during Active Calls The Accept While Busy setting dete
53. ectory Search Tom Davies Marissa Dunes Marie Jones Lisa Wong BIEL Ce Directory Recent Favorites From your local Contact Directory you can perform the following tasks e View contact information e Search for contacts e Dial contacts e Add contacts e Update contact information e Delete contacts To view your Contact Directory from Home view Do one of the following gt Tap Directories gt Contact Directory gt Tap New Call gt Directory From your Contact Directory scroll to view contacts or tap Search to find a contact Polycom Inc 48 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To view contact information From your Contact Directory tap a contact The contact s information screen as shown next includes the contact s name and phone number Additional information such as a job title label or email address can also display Betty Cooper To search for a contact 1 From your Contact Directory tap Search 2 From the Search screen enter your search criteria tap v and tap Search A list of search results displays 3 Tap Return to display your Contact Directory again To dial a contact 1 From your Contact Directory tap the contact you want to call 2 From the contact s information screen tap the contact s phone number in green as shown next Betty Cooper To add a contact 1 From your Contact Directory tap Ed 2 From the Add Contact screen
54. ence Station for Microsoft Lync User Guide The following illustration demonstrates how the panoramic video and microphones on CX5500 system works during a conference call when connected to a computer How the CX5500 system works during conference calls Use the CX5500 System as a Conference Phone You can use the CX5500 Unified Conference Station as a full featured conference phone When you use the CX5500 system as a conference phone you do not need to connect the system to a computer Note that you can make audio only conference calls without video when the system is not connected to a computer Polycom Inc 11 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Understand the CX5500 System Hardware The following figure and accompanying table introduces you to the parts of the Polycom CX5500 system which includes the camera microphones and speakers Polycom CX5500 system Feature Description 1 Camera cover 2 Cameras 3 Active video indicator 4 Microphones 5 Speaker 6 Microphone mute buttons and status indicators 7 USB 3 0 Type B connection to computer 8 USB 2 0 connector for USB thumb drive 9 Touch screen Polycom Inc 12 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Understand the Indicator Lights The Polycom CX5500 system s indicator lights let you know whether the system is sending receiving or holding audio or video calls The three microphone indicat
55. er Guide The backlight automatically turns on with any phone activity By setting the Backlight Timeout you can determine how long the phone should be idle before the backlight dims to its Backlight Idle intensity By default after the phone is idle for 40 seconds the backlight dims To change the backlight intensity 1 From Home view tap Settings Basic Backlight Intensity 2 From the Backlight Intensity screen tap Backlight On Intensity 3 From the Backlight On Intensity screen tap the intensity you want and tap Back The default is High 4 From the Backlight Intensity screen tap Backlight Idle Intensity 5 From the Backlight Idle Intensity screen tap the intensity you want and tap Back The default is Low 6 From the Backlight Intensity screen tap Maximum Intensity 7 From the Maximum Intensity screen tap Up or Down or drag your finger along the slider to increase or decrease the maximum intensity the screen displays To change the Backlight Timeout 1 From Home view tap Settings Basic Backlight Timeout 2 From the Backlight Timeout screen tap the number of seconds the phone is idle before the backlight dims The default is 40 seconds Change the Background Picture You can change the background picture that displays on your phone By default your screen displays a blue background that is named Default Your system administrator sets up the background images for your phone If no background images are s
56. er case characters Tap and tap the characters you want Enter numbers Tap za and tap the numbers you want Enter special characters Tap ll and tap the characters you want Exit the onscreen keyboard enter the Tap u u information and update the next field Delete one or more characters Drag your finger across the characters to highlight them in yellow and tap 3 Replace characters Highlight the characters you want to delete Then enter the characters you want Polycom Inc 29 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Clean the Touchscreen The touchscreen requires very little maintenance Periodically however you may need to clean it To clean the touchscreen 1 From Home view tap Settings Basic Screen Clean to disable the touch screen 2 Doone ofthe following gt Wipe the glass with a clean dry microfiber cloth This type of cloth is available from many office supply stores Dampen a soft lint free cloth with a mixture of half isopropyl alcohol and half water and then wipe the screen with the cloth To avoid damage to the device do not apply the solution directly to the touchscreen Do not use caustic chemicals to clean the touchscreen 3 Toenable the touchscreen again touch the Mute key Note Answer a call while the touchscreen is disabled To answer a call while the touchscreen is disabled touch the Mute key and tap Answer Manage Calls on Your
57. ess recent calls Tap to access Home view and other views Presence status Busy Presence status Away Presence status Do Not Disturb Presence status Offline Presence status Unknown Navigate Your Phone s Interface The following table shows you how to navigate your phone s screens perform tasks and select and highlight options Navigating your phone interface Task Return to Home view from any screen Return to the previous screen Switch phone views Highlight calls in Calls view Select a menu item or option Close an option box without selecting anything Select an icon soft key menu item or option Polycom Inc Action Tap mI Tap Ga If you are in an active call tap to switch between Home view Lines view and Calls view If you are not in an active call tap m to switch between Home view and Lines view If you are in Home view and tap i the Idle screen displays Swipe the screen to display Lines view Tap a call to highlight it The soft keys apply to the highlighted call Tap the menu item or option Tap Ed Tap the icon soft key menu item or option 26 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Task Action Select a soft key that s not in view If a More soft key displays at the far right of the soft key area this indicates that additional soft keys are available Tap More to view the additional soft keys Enter Data a
58. et up only the Default background is available You can also use a picture of your own as the background image for your phone by uploading photos and using the Web Configuration Utility See the section Access the Web Configuration Utility for more information Note File formats for background pictures You can only upload and set only JPEG and bitmap files as your background picture for your phone When uploading a background picture for your phone make sure the file name ends with jog or bmp Other file formats do not display on the phone To change the background picture on your phone 1 From Home view tap Settings Basic Preferences Background 2 In the Background screen tap the background image you want Polycom Inc 80 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide The background displays on your system in Home view as shown next p 11 12AM 4 Betty Cooper w Petra New Call 4 Calendar To change the background picture using the Web Configuration Utility 1 Enter your phone s IP address and sign in 2 Select Preferences Background 3 Click Add a new background image to upload a picture 4 Click Select a file from PC Desktop and click Choose File 5 Select the photo you want to upload and click Open The photo is uploaded and a preview of the photo displays in the Web Configuration Utility 6 Click Save to save the background image on your phone
59. hat includes multiple participants the other participants remain connected To hang up a call In Microsoft Lync click Adjust Audio and Video During a call you can control the audio volume for calls placed in the Lync client on the CX5500 system You can also control what the far end can hear and see by muting the microphone and video on the system To adjust the volume Doone of the following gt Touch or Q on the base of the tabletop unit gt Click L in your Windows tray and use the slider control To mute the microphone Onthe base of the system touch 9 The microphone indicators on the base of the tabletop unit are red when the system is muted Qf Note Muting audio using Lync You can also mute the system s audio using the Mute button in the Lync client However if you are using a version of Lync 2013 or 2010 without the 2014 updates muting the system in this way does not update the indicator lights on the tabletop unit To mute the video Lower the privacy cap on the tabletop unit The active video indicator flashes green to indicate that the system is not sending video to the far end Polycom Inc 18 Use the CX5500 System as a Conference Phone You can use the CX5500 system as an audio only conference phone navigate phone views and perform tasks using the touchscreen clean the touchscreen and configure your device remotely using the Polycom Web Configuration Utility Note th
60. he Forwarding Type Select screen tap the forwarding type you want to disable and tap Disable Reject Calls from a Contact You can reject incoming calls automatically sending incoming calls from a particular contact to your voicemail system Note that you cannot reject calls on shared lines you can only silence them For more information see Work with Shared Lines To reject incoming calls from contacts 1 From Home view tap Directories Contact Directory From your directory tap a contact 2 3 From the contact s information screen tap au 4 From the Edit Contact screen tap Auto Reject and tap Enabled 5 Tap Save Divert Calls from a Contact Using the Divert option you can transfer all incoming calls from a particular contact to another contact To divert incoming calls from a contact to another 1 From Home view tap Directories Contact Directory 2 From your directory tap a contact Polycom Inc 40 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide 3 From the contact s information screen tap Ell 4 In the Edit Contact screen tap Divert Contact and enter the number of the contact to which you want the calls to go 5 Tap Auto Divert and tap Enabled 6 Tap Save Enable Do Not Disturb Enabling Do Not Disturb DND stops your phone from ringing and sends all incoming calls directly to voicemail All calls you receive while DND is enabled are logged to your Recent Calls lis
61. he phone tap Yes The restart process begins The process ends when the default Home screen displays Update Phone Configuration Your system administrator may ask you to update your phone configuration You may be able to do this without restarting your phone To update your phone s configuration 1 From Home view tap Settings Basic Update Configuration The message Are you sure displays 2 To update the configuration tap Yes Your phone may restart depending on the phone settings that have changed Test Phone Hardware Your system administrator might ask you to access a diagnostics menu on your phone to test your phone hardware You can test your phone s microphones speaker keypad mappings and touchscreen See your system administrator for instructions on how to perform these tests To test your phone hardware 1 From Home view tap Settings Status Diagnostics Test Hardware 2 From the Test Hardware screen tap one of the following Audio Diagnostics Display Diagnostics Touch Screen Diagnostics Polycom Inc 85 Troubleshoot Issues Use the following solutions as a guide to resolving issues problems or common difficulties when using your Polycom CX5500 Unified Conference Station Test the Speaker Microphones and Camera You can ensure that your CX5500 system is configured and operating correctly by testing the speaker microphones and camera To test the speaker and microph
62. held call and tap Resume 2 Tap End Call Manage Active Calls When you are in a call you can put the call on hold or transfer the call to another contact Hold a Call You can place any active call on hold To hold a call From Active Call Lines or Calls view tap Hold If you re in Calls view be sure to highlight the call first Polycom Inc 33 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To resume a held call Doone of the following From Lines view tap Resume If more than one held call is on the line the last call that you held is resumed If you have multiple lines and you tap Resume the last call that you held on any of the lines is resumed From Calls view tap the call to highlight it and then tap Resume Transfer Calls When you transfer a call to another line you can perform a consultative transfer and talk to the person before the transfer completes or perform a blind transfer and automatically transfer a call without talking to the other person With a blind transfer the call is transferred automatically after you dial the number of the contact to which you re transferring the call To transfer a call 1 During an active call tap Transfer The active call is placed on hold as shown next 10 36 PM Line Betty Cooper 1 call pun Hold Jacobs Caleb 0 55 Sip cjacODS bor ee com Resume New Call Transfer Confrnc 2 In the dialer do on
63. hen you tap End Call To end a conference call During an active conference call tap End Call Split Conference Calls into Two Held Calls When you split a conference you end the conference call and place the other participants on hold You can split an active or held conference call After you split the conference call you can resume a call with an individual contact while keeping the other participants on hold To split a conference call During an active conference call tap Split Manage Conference Call Participants If your system administrator enables the conference management feature on your phone you can manage conference call participants individually You can manage conference participants in the following ways e Mute a participant e Place a participant on hold Polycom Inc 46 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide e Remove a participant from the conference e List information about a participant such as the participant s name number and call details such as whether the call is muted held or is video enabled To manage a participant in a conference call 1 During a conference call tap Manage as shown next QUD 29 Conference Jacobs Caleb si p cjacobs bor ee com Patterson Ivory Si p ipatterson obor ee com End Call Manage 2 Tap the call participant you want to manage 3 Do one of the following gt Tap Far Mute to mute the par
64. ing a screen item for a second or two e Press and hold When you press and hold a screen item touch the screen for a second or two before lifting your finger e Tap Submenu gt Submenu gt Submenu This convention describes how to access submenus Each submenu name is in boldface and separated by a greater than symbol If the instructions indicate to tap Basic Preferences Language tap the Basic submenu tap the Preferences submenu and tap the Language submenu e Highlight This action refers to tapping an item on the screen so that the item s appearance brightens Soft keys apply to highlighted items e Select This refers to tapping an item on the screen so that another screen opens e Views Aview is a specific screen on the phone interface that provides unique information and enables you to perform specific tasks Your phone has four main views Home Calls Active Call and Lines e Dialpad The dialpad is the area of the keypad you use to enter numbers and characters The dialpad consists of the number the asterisk and pound keys e Scroll This action describes how to view lists that appear on more than one screen To scroll through items or lists touch the screen and drag your finger up down left or right To stop scrolling stop the dragging motion Polycom Inc 6 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide e Swipe When you want to scroll quickly swipe your finger across the sc
65. is connected to a computer running Lync client the system provides a 360 degree view of the conference room and automatically identifies the active speaker e Audio only conference calls with Open SIP voice platforms or in a Lync Server environment You can also make calls in Lync client and conference calls on the CX5500 system at the same time In this scenario the audio from both calls is automatically bridged together enabling all callers to communicate with each other Note that you cannot control calls made in Lync client on the CX5500 system Use the CX5500 System with Microsoft Lync Client When you connect the CX5500 system to a computer running Lync client you can access the collaboration capabilities of Microsoft Lync voice video and content while automatically tracking the flow of conversation The CX5500 system provides integrated cameras a speaker and microphones on one device When the system is connected to a computer using a USB cable and port you can place answer and control Microsoft Lync audio and video calls on the CX5500 system During a call the integrated cameras capture the entire panoramic view of your conference room and the integrated microphones capture the voices of participants at every location around the table The system also automatically shows the person who is speaking during a call along with a 360 degree view of the other participants in the room Polycom Inc 10 Polycom CX5500 Unified Confer
66. is not available for shared lines To reject an incoming call e From the Incoming Call window tap Reject You can also reject an incoming call from Lines and Calls view The call goes directly to voicemail Forward Incoming Calls While your phone rings you can forward the call to another line To forward an incoming call to another line 1 While your phone rings tap Forward 2 From the Call Forwarding screen enter the forwarding number and tap Forward User Tip Other ways to forward calls You can also set up your phone to forward all incoming calls to another contact see Forward Calls to a Contact or forward all calls from a particular contact to another see Divert Calls from a Contact Redirect Calls You can redirect incoming calls from one several or all contacts in the following ways e Forward calls to contact Polycom Inc 38 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide e Reject calls from a contact e Divert calls from a contact e Temporarily refuse all calls by enabling Do Not Disturb Forward Calls to a Contact You can set up your phone to forward all calls to a contact even if the Do Not Disturb feature is enabled Note Call Forwarding with phones registered with Microsoft Lync Server If your phone is configured to work with Microsoft Lync Server your call forwarding options are different than those described here For more information on forwarding calls
67. isabled the phone does not display reminders for any meeting Troubleshooting Why don t my meeting reminders display If you have enabled meeting reminders but your phone is not displaying them make sure that your login credentials are correct For more information see Access Features with Your Login Credentials Polycom Inc 72 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Join Meetings from the Calendar You can join meetings from the calendar in two ways from a meeting reminder or from Meeting view To join a meeting from a meeting reminder From the reminder tap the meeting number that displays at the far left of the reminder as shown next The phone dials into the meeting Engineering Meeting will start in 9 minutes at 05 00pm 8504471002 Detail Snooze Dismiss You can also use another number to join the meeting if meeting organizer has specified alternate meeting numbers you can call To use another number to join the meeting from a reminder 1 Tap Detail from the reminder The Calendar displays Meeting view which lists alternate numbers you can call 2 Tap More Actions and tap one of the numbers To join a meeting from Meeting view 1 From Day view tap the meeting you want to join 2 From Meeting view tap the meeting number as shown next Software Training Start 5 30 PM Today End 6 30 PM Today Location Atrium 8604471002 Organizer Cooper Betty Required
68. isplays In other views icons display that you can tap to access messages recent calls or view information Icons can also display to let you know a certain feature such as Do Not Disturb is enabled Status Bar in Home View Status Bar in other views 920 CJ 8604471021 v 10 26 PM Information Elements This guide uses the following information elements to highlight important information Icons Used in this Guide Name Icon Description Note The Note icon highlights information of interest or important information needed to be successful in accomplishing a procedure or to understand a concept Administrator Tip The Administrator Tip icon highlights techniques shortcuts or productivity related tips Polycom Inc 7 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Name Icon Caution Warning Web Info Timesaver Power Tip Troubleshooting Settings Description The Caution icon highlights information you need to know to avoid a hazard that could potentially impact device performance application functionality or successful feature configuration The Warning icon highlights an action you must perform or avoid to prevent issues that may cause you to lose information or your configuration setup and or affect device or network performance The Web Info icon highlights supplementary information available online such as documents or downloads on support polycom com or other locations
69. ll only to a number from a list of authorized numbers e You must enter a password to answer incoming calls e All keys and screen items are disabled except those that allow you to unlock the phone make an authorized call or view the browser if enabled e he messages The phone is locked and Authorized calls only display on the status bar in Lines view Messages that displayed before the phone was locked do not display You can unlock the phone by entering your user password If your phone restarts for any reason while it is locked your phone remains locked when it restarts unless your phone is configured to start up unlocked Change Your User Password You can set a user password so you can answer calls from your locked phone and unlock the phone By default your user password is 123 You can change your user password at any time To change your user password 1 From Home view tap Settings Advanced 2 From the Password screen enter your user password and tap Enter 3 From the Advanced screen tap Change User Password 4 From the Change User Password screen enter your password information and tap Enter Lock and Unlock Your Phone You can choose how you want your phone to handle incoming calls when it is locked When you set up your phone to receive incoming calls when it is locked the default setting incoming calls ring on your phone and you can answer calls by entering your user password When you set up your phone
70. ls The following figure shows an active and held call on separate lines Calls on separate lines in Calls view 3 04 PM Hb Line 1004 1 call pum To Marissa Dunes 0 46 1002 OQ Line 1016 1 call p Hold Marie Jones 1 08 1015 End Call Transfer Confrnc To manage a call tap the call to highlight the call and tap one of the soft keys to hold resume end transfer or set up a conference with the highlighted call When you navigate away from your calls tap in the status bar as shown next to see Active Call or Calls view Polycom Inc 43 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Dial in to Conference Calls The CX5500 system provides an onscreen dialpad where you can enter conference codes when dialing in to conference calls To dial in to a conference call 1 In the dialer enter the conference phone number or select the conference from your Directory 2 Tap to place the call 3 After the call is answered tap the onscreen dialpad icon HE The onscreen dialpad displays End Call Transfer Confrnc 4 Enter the conference code and tap E The phone dials in to the conference call Manage Conference Calls You can initiate a conference call to include two or more contacts Your system administrator configures the maximum number of participants allowed in a conference call Ask your system administrator for the maximum number of contacts allowed As with othe
71. m the other phone views Polycom Inc 19 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Troubleshooting Why can t access a certain view The views you can access depend on whether your device is in an active call or on the number of active or held calls on your system If your device is idle you can access Home and Lines view If your device has one active call you can access Home Lines and Active Call view If your device has multiple calls or one held call you can access Home Lines Calls and Active Call view Home View Home view displays automatically when your phone is idle and you can display Home view from other phone views by tapping Qi Home view displays your phone s line and home icons you can tap to access features settings and information At the bottom of Home view is a page indicator that shows you the number of pages available in Home view You can also press and hold the Page Indicator to control how many icons display in Home view The next figure shows the phone line icons and Page Indicator that display in Home view Home view Phone Line 10 CJ 8604471021 v Home Icon C a e A D O New Call Directories Settings Page Indicator While in Home view you can navigate to other icons in several ways e Swipe the screen right to left to view additional icons available in Home view e Press and hold the page indicator to display all of the home icons o
72. monih tap bl Y To select another day tap the day To close the calendar and display the Home screen tap id or tap Ql Y Navigate Day View When you tap a day in Month view Day view displays Day view displays all the meetings scheduled for the selected day including the time subject and location of each meeting as shown next Polycom Inc 70 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide lk HH Today 230PM Software Training 6 30 PM 700PM Team Outing 8 00 PM 10 00 PM Engineering Meeting 11 00 PM 5 00PM Scheduling 6 00 P hl To navigate in Day view Dothe following gt To view the meetings for the previous day tap Kj To view the meetings for the next day tap bA To view details for a specific meeting tap the meeting To see the day s meetings scroll up and down Y YV V WV To return to Month view tap a Navigate Meeting View You can view meeting details from Meeting view as shown next To see Meeting view Tapa meeting in Day view de Software Training Start 5 30 PM Today End 6 30 PM Today Location Atrium 8604471002 Organizer Cooper Betty Required Attendees Davies Tom Morrow Alycia Jones Marie Description 8604471002 From Meeting view you can do the following e View the meeting s start and end time location and organizer required attendees and meeting description e View the numbers that you can call t
73. n Ebe la an D a a Dak a A jn Y sn E e ea 45 Hold and Resume Gonterence Galls 4 5 upra d epo eee e HILA e xena A Ea vog e Fee eS Ley YE cA Aye V 45 ENG GOLIST l e alls usd edit Ui atest tuerentur feces na cetera ey daa ie Sat dake Met rM ek t 46 Split Conference Calls into Two Held Calls sess 46 Manage Conference Call Participants ccccccccccsssssseeceeeeeeeeeeeeeeeeeeeesaueessseeeeeeessuaaseeeeeeeeesaaaaassss 46 Manage Contacts and Directories 1111 Leeeeeeeeee kk kkk kk kk AA KAKA AA KA KA AK A KA A KK KK WR 48 Us vour Contaci DICCION xan Xani kek n d makinek ek k w k ne Ve y i Bak neka ey k ee darde xe b r kine nia 48 Manage Favoro Ss ues a a a a kr krn d fume UR due tates 51 Work witha Corporate Directory ueserietee tes ca ner la rere kev eese ebex nad vex ka dee avt eser de eoe tiv eode deor ant 53 LISTEN 10 V OI COT Sil siya seye 55 VIEW Recent Call ys 5 xy viov EURO UE ERE yar du NEN RNN ele Ek ROKE AA A KARA GR Cau e KEK WAK Da ARA RN AM a Wad REHAN AN 56 Control A dio and Volume sce cika nu kan ula oba dak na nakan daa saa oU OV Lala a na a VA a da Wa han AR RAA 57 Change the Speaker and Ringer VOlUme Eiii kak kk kk kak kk kK K k kK KA KAK 58 Update the Incoming Call RFingterie uio ios ret De n k ce ties kull ue D
74. n one page in Home view Polycom Inc 20 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide e Press and hold the Page Indicator again to return to the original Home view Additional home icons Betty Cooper w e 5 Directories Settings Calendar Home view displays the following icons e New Call Displays the dialer where you can place a call e Messages Provides access to your voicemail e Directories Accesses your Contact Directory and Recent Calls list Tap Directories to access a Corporate Directory Lync Directory and a Buddy Status List if available on your phone e Forward Displays the call forwarding settings e DND Enables and disables Do Not Disturb DND When DND is enabled your phone does not ring and incoming calls are forwarded to voice mail e Settings Accesses the phone s basic and advanced features and settings menus e Calendar Optional Displays a calendar with your meeting details Using the Calendar feature you can join meetings directly from your phone You can also view additional phone lines and favorites in Home view as shown in the next figure Lines and favorites from Home view E m a 1004 Tom Davies a 1016 Lines Marie Jones Favorites Lisa Wong Polycom Inc 21 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To display additional phone lines and favorites in Home view Tap the phone line
75. ncoming call ringtone for your phone or a line 1 From Home view tap Settings Basic Ring Type If you have multiple lines configured on your phone tap the line you want to apply a new ringtone to The Ring Type screen displays 44 Back 1 Default 2 _ Silent Ring 3 Low Trill 4 Low Double Trill MEME Medium Trill Play 2 Tap the ringtone you want To hear the ringtone tap the ringtone and tap Play Update a Contact s Ringtone You can select unique ringtones for the contacts in your Contact Directory This can help you identify callers as your phone rings To select a ringtone for a contact 1 From Home view tap Directories gt Contact Directory 2 Tapa contact whose ringtone you want to change 3 n the contact s information screen tap u 4 In the Edit Contact screen tap Ring Type Polycom Inc 58 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide The Ring Type screen displays Ring Type Default Silent Ring Low Trill Low Double Trill Medium Trill High Trill High Double Trill 5 Tap the ringtone you want You can tap to hear a ringtone 6 After you select a ringtone tap E 7 Inthe Edit Contact screen tap Save The selected ringtone is saved for your contact and the ringtone plays when your contact calls Mute the Microphone Mute the microphone so other parties cannot hear you You can still hear all other parties when you mute the microphone
76. nd Update Fields You can use the onscreen keyboard to enter information and edit fields Depending on the type of data needed for each field you can choose from options that help you format the information you enter You must choose an option before you display the onscreen keyboard To change how numbers and text are formatted 1 Touch the field where you want to enter text 2 Tap Encoding in the soft key area and choose one of the following options Y Y ON ON ON ON ON WV Abc Capitalizes the first letter and uses lower case for the remaining letters ABC Enters upper case only abc Enters lower case only 123 Enters numbers only ASCII Enters standard text Latin Enters accented characters Katakana Enters Japanese characters Unicode Enters characters as double byte Cyrillic Enters Russian characters To enter a URL or telephone number in the Contact field 1 Touch the field where you want to enter a URL or telephone number 2 Tap Mode in the soft key area and choose one of the following options URL Enters letters numbers and characters Tel Enters numbers Polycom Inc 27 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Use the Onscreen Keyboard You can use the onscreen keyboard to update field information When a data entry field requires only numbers the onscreen keyboard displays only numbers Onscreen keyboard NA Era Ern Ema Ena era era am User Tip Select
77. ness information even if Polycom has been advised of the possibility of such damages Customer Feedback We are striving to improve our documentation quality and we appreciate your feedback Email your opinions and comments to DocumentationFeedback polycom com Q Polycom Visit the Polycom Support Center for End User License Agreements software downloads product documents product licenses troubleshooting tips service requests and more Polycom Inc 2 Contents About This Guide 5n n UNE DLE LU UC MU E LIUM ME LIE t 6 Who Should Read this Guide i s ula nlanlak da yaka yuk iL A la Va kk RO N k KERI MR M EUN VENE WANA S l HA RW ERR uk AA NA 6 Conventions Used in this Guide B uu llkkkkkkkkkk Un kaka x CC kK AA Cu KA KK A AA KK A AIR KK RIEN KK KIR KA 6 Terms arnd Wing Gom lal ea SED DD _rr __ _ _ _ _ _r_r rl_abbbmbmmhl ce 6 IBrormalodH EIemebllSvs ssa denen ae ceo rote iate Eoo peo e Pace te verae bei epe o veu veo e Doro be a avra e edere abc 7 Typographie CONVENTIONS RETE Um E 8 Get Help and Support Resources cccecccessseeeceenseeeeeenseeeceeeseeeceeaseeeeeeeseeeseenseeeseoneessons 9 G t Stalled Me noka aa na kuda nA NA KOLA HONA kU a RANA RONA HARA Sues KANA Nate HU HA KENA wane ku Wa HURA KOMA KUR WW SA KUR kak AK 10 About the Polycom CX5500 Unified Conference Station 10 Use the CX5500 System with Microsoft Lync Client
78. nnel and participate in developer and support forums to find the latest information on hardware software and partner solutions topics Polycom Community v Advanced Learn Share Connect The Polycom Community Community Home Register Sign In Help Contact Us Community Homepage Top Kudoed Posts Hello and Welcome to the Polycom Community Re Updated 4000 now can t 2 We ve created this community site so you can connect and interact with your access colleagues and industry experts to exchange ideas post questions answers and Re Updated 4000 now can t share information Come join the discussions Happy Posting access Re Telepresence M100 not Xe Support Community r e Developer Community working ar FAQ VolP frequently asked r questions Click on one of the Forum links below to sign in or register and accept our SDK Agreement Re Browser Environment error 1 Voice Audio Video for RMX PSTN Video Endpoints Polycom Infrastructure Forum VolP Telepresence Polycom End Points Forum View All SpectraLink integrated Audio DECT RealPresence Mobile Polycom Inc 88 Copyright Safety and Regulatory Notices Service Agreements Please contact your Polycom Authorized Reseller for information about service agreements applicable to your product Governing Law This Limited Warranty and Limitation of Liability shall be governed by the laws of the State of California U S A and by the
79. ntials To re submit or enter your login credentials 1 From Home view tap Settings Basic Login Credentials 2 From the Login Credentials screen tap Submit Your credentials are re submitted and you have access to the features again Troubleshooting What happens if can t access features fa When you do not have access to a feature enter your credentials and tap Submit If you still do not P have access or if you lock your account see your system administrator Customize the Phone s Display This section explains how to customize your phone s touchscreen display so that it is unique to you Basic customizations include changing the time and date and updating the screen s brightness This section includes the following topics e Change the Language on Your Phone e Change the Time and Date Display e Change the Backlight e Change the Background Picture e Use Power Saving Mode Change the Language on Your Phone Your phone supports several languages To change the language 1 From Home view tap Settings Basic Preferences Language 2 From the Language screen tap the language you want The language on your phone updates automatically Polycom Inc 78 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Change the Time and Date Display The time and date display in the status bar as shown next You can manually update the time and date on your CX5500 system 4 8604471021 w
80. o call from your Favorites list 1 From Home view tap New Call 2 From the dialer tap Favorites 3 From your Favorites list tap the favorite you want to call The call is automatically placed Timesaver Automatically dialing favorites You can dial a favorite quickly from Home or Lines view e From Home view Tap the phone line and tap the favorite you want to call e FromLines view Tap the favorite you want to call To call from your Directory 1 Access your directory by doing on of the following From Home view tap Directories and tap Contact Directory From Home view tap New Call and tap Directory 2 From your Directory tap the contact you want to call 3 From the contact s information screen tap the contacts phone number The call is automatically placed Polycom Inc 32 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Redial Numbers To dial the last number you called open the dialer The first number in the list is the last call you placed To redial a number 1 From the dialer tap the first number in the list as shown in the next figure 8604471021 v URL a Feroz Pattwa a a 10 ne ae ape Dialpad Directory Recent Favorites 2 Tap to place the call End Calls You can only end active calls To end an active call Tap End Call If you re in Calls view highlight the call first To end a held call 1 From Calls view tap the
81. o join the meeting e Tap a meeting number to join the meeting Polycom Inc 71 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To navigate in Meeting view Do one of the following gt To see the meeting details scroll up or down gt To return to Day view tap K Work with Meeting Reminders By default your phone displays a meeting reminder 15 minutes before a meeting starts as shown next Every minute before the meeting starts the phone emits an alert tone and updates the meeting timer If a meeting starts and you have not joined the meeting the reminder indicates that the meeting is overdue Engineering Meeting will startin 9 minutes at 05 00pm 8604471002 Detail Snooze Dismiss From the reminder you can perform the following tasks e Tap the meeting number on the far left of the reminder to join the meeting e ap Detail to view specific information about the meeting e Tap Snooze to remove the reminder from the screen temporarily until the next scheduled reminder e ap Dismiss to remove the reminder from the screen permanently and stop all future reminders for the meeting To enable or disable meeting reminders 1 From Home view tap Settings Basic Preferences Calendar Settings 2 From the Calendar Settings screen tap Reminder and enable or disable the setting The default setting is Enabled When enabled your phone displays reminders for all meetings When d
82. ogin credentials see Access Features with Your Login Credentials Open and Close the Calendar You can access the calendar from Home view To open the calendar From Home view tap Calendar The calendar s Day view displays showing your meetings for the day as shown next 5 30 PM 6 30 PM Software Training 7 00PM Team Outing 8 00 PM 10 00PM Engineering Meeting 11 00 PM 5 00 PM 6 00 PM Polycom Inc Scheduling 69 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide From Day view you can access additional calendar views Month view and Meeting view To see Month view tap amp To see Meeting view tap a meeting To close the Calendar Tap l Or navigate to Month view by tapping B or bal Troubleshooting Why doesn t the calendar display If you tap Calendar from Home view but the calendar does not display it is possible your login credentials are incorrect To re submit or update your login credentials see Access Features with Your Login Credentials Navigate Month View To see Month view tap in Today view Month view displays all the days in the month with a yellow dot next to the days that have meetings as displayed next The current day displays in red and days you select display with a gray box as shown in the following figure To navigate in Month view Dothe following To view the previous month tap Kd V Y To view the next
83. ogin Credentials Polycom Inc 68 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Troubleshooting What happens if my phone has the wrong login credentials If your phone has incorrect login credentials or you need to re submit login credentials the following happens e he message Login credentials have failed Please update them if information is incorrect displays on the screen e Aredlock icon displays under the time in the status bar to warn you that your credentials have failed e The message Invalid login credentials displays under the time in the status bar e The Calendar icon does not display on the Home screen To learn more about your login credentials and how to re submit or update them see Access Features with Your Login Credentials Troubleshooting Why doesn t the calendar display anymore When you do not see the Calendar icon in Home view or you are not receiving meeting reminders your phone may not be connected to the Microsoft Exchange Server To re connect to the server and use the Calendar feature again tap Settings from Home view and tap Features Calendar From the Calendar screen tap Connect to the server Note Accessing the calendar when the user login feature is enabled When you log in to a phone that has the User Login feature enabled to access the calendar re enter your login credentials so that the calendar works For information about entering your l
84. om Davies 10 45 PM Betty Cooper 10 42 PM Dialpad Directory Recent Favorites The following icons display next to a call and indicate the call type LJ Placed calls LJ Received calls Missed calls To view your Recent Calls list From Home view tap New Call and tap Recent Optionally tap Directories Recent Calls Timesaver Quickly access the Recent Calls list To access recent calls quickly tap in Lines Calls or Active Call view Polycom Inc 56 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To manage a call record 1 From your Recent Calls list tap EB next to a call record 2 From the call details screen you can perform the following tasks gt Tap Dial to call the person gt Tap Save to add the person to your Contact Directory If the person is already in your Contact Directory but isn t a favorite an Add to Favorites option displays instead Tap Add to Favorites to make the person a favorite gt Tap Li to delete the call from the list Tap to edit the phone number before you dial the person To customize the list From your Recent Calls list tap to sort and order calls and tap aa to filter calls for specific lines When you sort calls by the time of the call you can order calls in ascending oldest call first or descending most recent call first order When you sort calls by call name you can order calls in ascending alphabetical or descending
85. ones 1 In Microsoft Lync client click and click Tools 2 Click Audio Device and choose Echo Cancelling Speakerphone as the Audio Device 3 In the Speaker section click Play to play a tone 4 Adjust the slider to make the tone louder or softer 5 Gently brush your finger over the microphone on the base of the tabletop unit and check that the indicator in the Microphone section turns green in response If there is no response make sure the microphone is not muted 6 Adjust the slider to make the microphone more or less sensitive To test the camera 1 In Microsoft Lync client click and click Tools 2 Click Video Device and view the video preview Download Logs Before contacting Polycom for help with a system problem you need to download the system s log file The technical support representative needs the log file to determine any issues with the system To retrieve system logs Connect a USB thumb drive to the USB port on the tabletop unit The logs are copied from the system within 30 seconds Polycom Inc 86 Get Help This section provides a list of Polycom documents referred to in this guide as well as partner resources you can use For additional information about the Polycom CX5500 see the following documents e Setup and maintenance documents Setting Up the Polycom CX5100 and CX5500 Systems This guide describes how to set up and connect the device to the network It is available from the Pol
86. or lights are located on the three ends of the system s base and the active video indicator light is located on the underside of the camera head See the figure Polycom CX5500 system for the location of the microphone and active video indicators The following tables describe the microphone and active video indicator lights used on the CX5500 system Microphone Indicator Lights Microphone Indicator Off Green Green flashing Green slow flashing Red Red flashing Green red flashing Fast blink System State Not in a call In call Ringing System is starting up In call with microphones muted Ringing with microphones muted call on hold Software update is in progress Incoming call Active video indicator lights Active Video Indicator Off Green Flashing Polycom Inc System State Not in a call no video in a call In call with active video Privacy cap is closed Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Connect the CX5500 System to a Computer After you connect the CX5500 system to a computer you can use the system to make video conference calls with your Microsoft Lync client Note that the CX5500 system s performance can vary based on the connected computer your network connection and the Lync client version The computer you connect to the system must meet the minimum hardware and software requirements shown in the following table Minimum hardware and software
87. per Feroz Pattwa 10 Dialpad Directory To display the dialer Doone of the following From Home view tap New Call From Lines or Calls view tap the New Call soft key The New Call soft key does not display if you have an active call gt In Lines view tap a phone line that does not have any calls User Tip Choosing URLs or numbers mode from the dialer To enter a URL in the Dialer tap URL To exit URL mode and enter numbers tap Number When you access the Dialer during an active call the call is placed on hold To place a call from the Dialer Enter a number or select a contact and tap rey v 7A Note Automatically placed calls Your administrator can set up your phone to place calls automatically after you enter a certain number of digits Polycom Inc 31 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Place Calls from Favorites Recent Call Lists and Directories In addition to the dialer you can place calls from the Recent Calls list Favorites list or your Directory Or you can quickly call a favorite from Home or Lines view To call from the Recent Calls list 1 Access your Recent Calls list by doing one of the following From Home view tap Directories and tap Recent Calls From the dialer tap Recent From Lines Calls or Active Call view tap O 2 From the Recent Calls list tap the contact you want to call The call is automatically placed T
88. product and support sites and partner sites You can also find information about The Polycom Community which provides access to discussion forums you can use to discuss hardware software and partner solution topics with your colleagues To register with the Polycom Community you will need to create a Polycom online account The Polycom Community includes access to Polycom support personnel as well as user generated hardware software and partner solutions topics You can view top blog posts and participate in threads on any number of recent topics Polycom Inc Get Started You can make a variety of call types using the Polycom CX5500 system as discussed in the following sections which also introduce the CX5500 system s hardware and how to connect configure and sign in using your system This section also includes best practices for effective camera tracking As you read this guide keep in mind that many features are enabled or disabled by your system administrator Your system might look different from the examples shown in this guide and all of the features described in this guide may not be available to you In addition your network environment can also limit the number of features available to you About the Polycom CX5500 Unified Conference Station You can use the Polycom CX5500 Unified Conference Station to make the following types of calls e Audio and video calls made using Microsoft Lync When your CX5500 system
89. r calls you can hold and resume conference calls In addition you can split a conference call which ends the conference and places all participants on hold If your system administrator enables the conference management feature on your phone you can manage each participant in a conference call that is you can mute hold and remove each participant in the conference For more information see Manage Conference Call Participants User Tip Best practices for conference calls Follow these tips to improve your experience in a conference call e Mute your microphone when you are not speaking especially in noisy environments e Avoid tapping the microphone or rustling papers near the microphone e Speak in your normal voice without shouting Polycom Inc 44 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Initiate Conference Calls You can initiate a conference by calling two contacts by tapping the Confrnc soft key or you can join an active and multiple held calls by tapping the Join soft key To initiate a conference call using the Confrnc soft key 1 Call a contact 2 Tap Confrnc The active call is held 3 Using the dialer call another contact 4 When the second contact answers tap Confrnc to join all contacts in a conference The Conference screen displays as shown next with a list of other conference participants QUO 29 Conference a Jacobs Caleb si p cjacobs bor ee com P
90. receive only Emergency pages Non emergency pages do not display or play on your phone Polycom Inc 66 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Receive Pages When Not in an Active Call When you receive a page and you are not in an active call the page immediately plays regardless of the paging priority While a page plays you can do one of the following e Hold the page e End the page This ends the page on your phone only e Placea new call Receive Pages during Active Calls How you handle a page when you are in an active call depends on the page priority and whether your phone is set up to receive a page when you are in an active call For a Normal page you can do the following e When your phone is set up to receive pages during active calls the page immediately plays You hear both the original call and the page To hear only the page hold or end the call e When your phone is not set up to receive pages during active calls the page displays as a Pending page To listen to the page tap the page and tap Accept Or hold or end the call When the page is a Priority or Emergency page the page immediately plays You hear the original call and the page To hear only the page hold or end the call Adjust the Volume of Pages When you receive a page the page is always played through the phone s speakerphone You can adjust the volume of pages while they play by tapping to raise or lower th
91. reen either up down left or right To stop your screen from scrolling press your finger anywhere on the screen Touching the screen while it scrolls does not select anything Swiping your finger to the left or right also displays other views e Key This term refers to any button on the tabletop unit Keys on the CX5500 system include the Mute key e Option An option is one of a series of items you can select for a setting such as Enable or Disable e Heldcall This term describes any call that is on hold e Active call This term refers to any current call including conference calls e Softkey This term describes the context sensitive keys that display along the bottom of the screen the soft key area and that update depending on the task you are performing To view additional soft keys if additional soft keys are available tap the More soft key The More soft key is always on the far right of the soft key area as displayed in the next figure New Call Talk Forward Tap to see more soft keys e Softkey area The soft key area displays context sensitive soft keys along the bottom of the screen as shown above e Status bar The status bar displayed in the following figures is the top most part of the touchscreen The status bar displays the time and date and scrolling messages under the time display The information that displays on the left of the status bar depends on what view you are in From Home view your line number d
92. rmines what happens when you are in a call and receive a page The feature is disabled by default When you enable the Accept While Busy setting a page interrupts telephone calls and you hear the audio of the telephone call and the page When you disable the Accept While Busy setting the incoming page is held in a Pending state it does not disrupt the telephone call and you cannot hear the page To hear the page when Accept While Busy is disabled 1 Tap the page and tap Accept The active telephone call is automatically held Alternatively you can hold or end the telephone call to hear the page To enable pages to play during an active call 1 From Home view and tap Settings Basic Preferences Paging PTT Configuration Group Paging 2 From the Group Paging Configuration screen scroll to Accept While Busy and tap Enable The default setting is Disabled When enabled your phone accepts and plays pages while you are in an active call When disabled your phone does not play pages while you are in a call but holds them in a Pending instead Use the Calendar When your phone is configured to connect to the Microsoft Exchange Server you can view and join meetings scheduled in your Microsoft Outlook application from your phone Your system administrator assigns your login credentials a domain user name and password so you can access the calendar from your phone To use the Calendar feature the phone must have your correct L
93. s When you send a group page it is automatically sent to paging group 1 This is your default paging group Note that you cannot send a Page mode page while you are in an active call Polycom Inc 65 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide You can change the default paging group to any group you want To change the default paging group see Change the Default Paging Group If you change your default paging group you are automatically subscribed to the group you selected To send a page 1 From Lines view tap Paging 4 lt g 10 55 AM as 1004 Tom Davies e 1016 Marissa Dunes Marie Jones a Lisa Wong New Call Forward Paging 2 From the Paging Groups List screen tap a paging group to send a page to The group paging screen displays an alert tone plays and the page begins 3 Begin speaking 4 To end the page tap End Page 10 56 AM 0 12 To Group 1 End Page New Call Receive Pages To receive a page sent to a particular paging group you need to be subscribed to that group To subscribe to a paging group see Update Paging Group Subscriptions How you receive a page depends on the priority of the page whether you are in an active call and whether your phone is set to receive a page during an active call You receive pages on the paging groups you are subscribed to as well as group 24 Priority pages and group 25 Emergency pages When you enabled Do Not Disturb you
94. select User and enter the user password The default user password is 123 5 Click Submit The Web Configuration Utility Home screen displays Sign in to the CX5500 System with Lync After you set up your CX5500 system you can sign into Lync on your phone using your login credentials your domain user name and password or your PIN authentication which are provided by your system administrator If you are presented with a choice when signing into Lync on your phone ask your system administrator which method to use To sign into Lync on your CX5500 system 1 Tap the Signln soft key or tap and select Settings gt Features gt Microsoft Lync gt Signin Polycom Inc 15 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide 2 Enter your login credentials or your phone extension and a PIN number as shown next Back PIN Authentication 723 Back SignIn ab c AScIl Sign In Address i 3 Extension Domain bor ee PIN User bcooper Password Advanced Encode A confirmation message displays when your phone successfully signs in to Lync Troubleshooting can t sign in using my login credentials If you don t have access to your Lync contacts or you accidentally lock your account see your system administrator User Tip Using strong passwords Follow your organization s password policy when entering passwords for your login credentials You can use ASCII Latin Katakana and Cyrillic charac
95. sts sent to Groups Channels 1 to 23 are considered Normal broadcasts If two users begin a broadcast on the same group channel at the same time the phone with the lower serial number continues to transmit while the other phone enters the receiving state By default all phones are configured to receive broadcasts sent to Group Channel 1 e Priority By default broadcasts sent to Group Channel 24 are considered Priority broadcasts A Priority broadcast interrupts Normal broadcasts or active calls All phones receive Priority broadcasts unless Do Not Disturb is enabled Phones play Priority broadcasts at the phone s current audio level e Emergency By default broadcasts sent to Group Channel 25 are considered Emergency broadcasts An Emergency broadcast interrupts Normal broadcasts Priority broadcasts and active calls and plays out at near maximum volume even if Do Not Disturb is turned on Group Paging Mode Your administrator can enable your phone to operate in a broadcast mode called Group Paging mode In this mode you can broadcast one way announcements to a specified group of phones called a paging group In Group Paging mode users must subscribe to paging groups to send and receive pages Send and Receive Pages To send and receive pages you need to subscribe to certain paging groups By default you are subscribed to paging groups 1 24 and 25 This means that you can send and receive pages to paging groups 1 24 and 25 Send Page
96. t v 7A Note Do Not Disturb on shared lines Enabling Do Not Disturb on shared lines disables ringing only Visual notifications of calls and the Incoming Call window still display When you enable Do Not Disturb on your CX5500 system the Do Not Disturb icon jjj displays in the status bar as shown next Indicates DND is enabled Tap to disable DND The Do Not Disturb icon also displays next to your phone line in Lines view as shown next If you have new messages or forwarding enabled the messages or forwarding icon displays instead 10 34 PM 8604471021 Marie Jones Betty Cooper Michelle Dubois Tom Davies Lisa Wong New Call Forward Polycom Inc 41 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Additionally the DND icon in Home view La changes to ea as displayed next t 8604471021 w 8 wo xw S J New Call Directories Settings Messages Troubleshooting Why doesn t the DND icon display When you have set your presence status to Do Not Disturb as well as enabled DND for your phone the message My Status Do Not Disturb displays under the time display and the DND icon does not display in the status bar To enable and disable Do Not Disturb From Home or Lines view tap DND Timesaver Disable DND Tap in the status bar to disable DND Enable Do Not Disturb on Multiple Lines By default the Do Not Disturb feature applies to all
97. ters in all passwords on Polycom phones To sign out of Lync on your phone Tap the SignOut soft key or select Settings gt Features gt Microsoft Lync gt SignOut After you sign out of Lync you cannot contact or view your Lync contacts But you can still use Polycom phone features after you sign out of Lync Server Best Practices for Effective Camera Tracking Follow these best practices to ensure that your Polycom CX5500 system effectively tracks active speakers and participants during conference calls e Make sure no items are placed between your mouth and the microphones For example position your laptop so that it does not block you when you speak e Face the CX5500 system not the whiteboard or the wall when you stand at the front of a small conference room to speak Facing the wall can cause echoes that interfere with the active speaker tracking e Avoid standing close to the conference table when speaking Instead sit at the table or move away from the table so the camera can clearly track your movements Polycom Inc 16 Use the CX5500 System with Microsoft Lync Several steps are required for placing and answering calls using the Microsoft Lync 2013 client running on a computer that is connected to the CX5500 system Although the following steps are applicable to Lync 20183 the steps are similar if you use Lync 2010 Note that you cannot control call activity for calls placed in the Lync client on the CX5
98. ticipants audio The muted participant can hear everyone but no one can hear the muted participant gt Tap Hold to place the participant on hold The held participant cannot hear anyone and no one can hear the held participant gt Tap Remove to remove the participant from the conference or end the conference call and create an active call between you and the participant still in the call gt Tap Information to view information about the participant and their call status When you tap Information a popup displays listing the person s information as shown next Participant Info 1 Name Jacobs Caleb Number sip cjacobsigbor ee com Line 1 MediaFlow Send Receive Audio Rx Codec G 722 1C Audio Tx Codec G 722 1C LI i i g h i 5 Tap Back to exit the conference management function Timesaver How to manage a participant without tapping manage When you are in Active Call view tap a conference participant to start managing the participant Polycom Inc 47 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Manage Contacts and Directories Your Contact Directory your Favorites list and the Corporate Directory help you manage and organize the contacts on your phone Use Your Contact Directory You can store a large number of contacts in your phone s Contact Directory displayed next Contact your administrator for the capacity of your local Contact Directory Contact Dir
99. tory NotiCes ccccccsssseesesseeeesseeeeneeeeeneeeeeneeeeneeneass 89 SENICE AGS SIMMS xxii carta r rr rc rrr reee 89 reduci TEE 89 Eiman orao E RS 89 Polycom Limited Warranty and Limitation Liability ke 89 l o RIS PNE OU T e T 90 Warranty EXG IUS V varinn ua Ri ee Deo a voa e qoe ul uns dao p b na Pur an k uua cada vov au lue tuia deuda ki aUud 90 Safety Compliance and Disposal Information L kk nnns 90 Polycom Inc 5 About This Guide This user guide uses a number of conventions that can help you understand specific information and perform tasks Who Should Read this Guide This guide contains an overview of information that is useful whether you are just starting to learn about your Polycom CX5500 Unified Conference Station for Microsoft Lync or have experience and need a quick refresher This guide is intended for beginning intermediate and advanced users who want to learn about the device s features Conventions Used in this Guide This user guide contains terms graphical elements and a few typographic conventions Familiarizing yourself with these terms elements and conventions can help you successfully perform tasks Terms and Writing Conventions e The system your system This term refers to the CX5500 system e Tap This term refers to touching an item briefly on the screen with your finger e Press This action refers to press
100. ur Login Credentials Polycom Inc 74 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To log in to a phone 1 When you see the User Login screen proceed to step 2 If you do not see the User Login screen do one of the following gt From Lines view tap Log in From Home view tap Settings Features User Login Log in 2 From the User Login screen enter your user ID and password and tap Log in Default passwords are preset at the factory to the numerals 123 However your system administrator may have changed this for security reasons When your login credentials are accepted the phone updates to display your personal phone profile When your credentials are not accepted the message User login failed displays and the User Login screen displays again If you need to confirm your log in credentials check with your system administrator To log out of a phone 1 From Lines view tap Log out Or from Home view tap Settings Features User Login Log out The Logout screen displays with a confirmation message 2 Tap Yes Your personal profile is no longer accessible and the phone displays either the User Login screen for the next user login or the default phone profile for anonymous users Place Calls from Phones That Are in the Logged Out State When a phone does not require a user login you can use the phone to place calls to any number even when the phone is in a logged o
101. ut state When a phone does require a user login depending your phone you can place calls to authorized numbers when the phone is in the logged out state When your system administrator sets up emergency numbers on the phone you can place calls to the standard emergency numbers such as 911 and up to five other authorized numbers You cannot call any other numbers until you log in to the phone To place a call to an authorized number from a phone in the logged out state 1 Tap New Call 2 From the Place an Authorized Call screen tap the number you want to call and tap Dial Change Your Password You can change your password from any phone to which you are currently logged in To change your user password 1 Login to any phone on your network 2 From Home view tap Settings Features User Login Change User Login Password 3 From the Change User Login Password screen enter your old password enter a new password and confirm it and tap Enter Polycom Inc 75 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Your password is changed The next time you log in to a phone you need to enter your new password Lock the Phone You can lock your phone to prevent unauthorized outgoing calls allow only authorized people to answer calls and prevent people from viewing or modifying phone information such as your directory call lists or favorites When your phone is locked e You can make an outgoing ca
102. wing e Available e Busy e Beright back e Away e Do not disturb Polycom Inc 61 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Your phone also updates automatically on your contacts phones and in Lync client when your phone is in use or when you enable Do Not Disturb For example if you are on a call your status automatically displays as In a call or if you enable the Do Not Disturb feature on your phone your availability automatically updates to Do Not Disturb Your status also automatically updates as Away when your phone is idle Your presence status also scrolls in the status bar as shown next CT Betty Cooper w To update your presence setting 1 From Lines view tap My Status Alternatively from Home view tap Settings gt Features gt Presence gt My Status 2 From the My Status screen tap the status you want Your new status is updated on your phone your contacts phones and the Lync client Manage Your Contact List When you add contacts as favorites in the Lync client on your computer the contacts display in your Contact list You can also add Lync contacts to your Contact List on your CX5500 system To add contacts to your Contact list 1 Select Contacts or tap Settings gt Features gt Presence gt Contacts 2 Select Add enter your contact s name and tap Submit Your contact is added to your contact list RI 1 Jacobs Caleb Do Not Disturb 2
103. y Cooper ra Michelle Dubois Tom Davies Lisa Wong New Call Forward Favorites also display from Home view as displayed next Favorites in Home view pu tat a 8604471021 Marie Jones Betty Cooper Michelle Dubois Tom Davies Lisa Wong Polycom Inc Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To see your Favorites list Tap New Call from Home view and tap Favorites To see your favorites from Home view From Home view tap the phone line To see your favorites in Lines view From Home view tap Jl To call a favorite From your Favorites list or from Home or Lines view tap the favorite you want to call The call is automatically placed To reorder your favorites 1 From your Contact Directory select a contact 2 From the contact s information screen tap L 3 From the Edit Contact screen tap Favorite Index and enter a new favorite index number 4 Tap Save To delete a favorite 1 From your Contact Directory tap the contact 2 From the contact s information screen tap a 3 From the Edit Contact screen tap Favorite Index and delete the favorite index number 4 Tap Save User Tip Quickly delete a favorite From Lines view press and hold the favorite until the contact s information screen displays Tap L The contact remains in your directory but is no longer a favorite Work with a Corporate Directory Your system administr
104. ycom support site gt Polycom CX5500 Unified Conference Station Administrator s Guide This guide provides detailed information about setting up and configuring your device including how to configure features It is available from the Polycom support site Feature Descriptions and Technical Notifications for Polycom phones and devices These documents describe workarounds to existing issues and provide expanded descriptions and examples for settings and features You can find these documents on the Polycom Support web site on the Polycom Profiled UC Software Features and Polycom Engineering Advisories and Technical Notifications support pages Polycom and Partner Resources For more information about installing configuring and administering Polycom products refer to Documents and Downloads at Polycom Support To find all Polycom partner solutions see Polycom Global Strategic Partner Solutions For more information on solutions with this Polycom partner see the partner site at Polycom Global Strategic Partner Solutions Polycom Inc 87 Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide The Polycom Community The Polycom Community gives you access to the latest developer and support information Participate in discussion forums to share ideas and solve problems with your colleagues To register with the Polycom Community simply create a Polycom online account When logged in you can access Polycom support perso

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